Brian McCarthyBrian McCarthyLiquidity Specialist
About Brian
Brian McCarthy is a Vice President and Liquidity Specialist at J.P. Morgan Wealth Management, covering the Central Florida, South Florida and Texas Central South regions.
The Liquidity Specialists are a team of dedicated, experienced professionals who partner with advisors and their clients to understand liquidity needs and develop bespoke cash management strategies that can align with client goals.
In his role, Brian works closely with J.P. Morgan advisors and their teams to support clients as they consider cash positioning, near-term funding needs and the role liquidity may play within their broader wealth plans. He brings more than a decade of financial services experience and a disciplined, market-informed perspective. He has a background in sales and trading, with a primary focus on fixed income markets.
Brian joined J.P. Morgan in 2025 as a Liquidity Specialist, returning to the firm after previously serving as a fixed income trader from 2016 through 2023. His experience contributes to thoughtful discussions around market dynamics, liquidity structure and implementation considerations, helping advisors frame cash management conversations with clarity and context.
Brian earned a bachelor’s degree from Eastern Illinois University and holds the FINRA Series 7, 63 and 65 licenses. He lives in Chicago with his family and enjoys biking, playing basketball, cooking and traveling.
Insights
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July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
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July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
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June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now