Mark W. McConnellMark W. McConnell, III, AIF®
Executive Director
Wealth Partner

"I have spent most of my career helping families invest with discipline and a clearly defined set of strategies. We have created a framework to enable individuals and families to invest more like institutions."

About Mark

Mark McConnell leads critical functions of the investment process including strategy development, portfolio construction, implementation, risk management and trading. Mark is a voting member of the MTN Investment Committee. He began his investment career in 1992 with Bear Stearns, developing investment strategies for institutions. In 1995, Mark joined Merrill Lynch where he served institutions and professional investors for 12 years. He has been with J.P. Morgan since 2009. Mark holds a B.B.A. from The School of Management and Business at St. Edwards University and is an Accredited Investment Fiduciary AIF®. As a Wealth Partner and member of the J.P. Morgan Wealth Management Portfolio Manager Program, Mark is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.

AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Wealth Planning

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Taxes

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(214) 979-7801mark.mcconnell@jpmorgan.com