Mark W. McConnell IIIMark W. McConnell III, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
About Mark
Mark McConnell is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Mark is a Portfolio Manager in the J.P. Morgan Wealth Management Portfolio Manager Program, 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 their investment strategies. He leads all critical functions of The MTN Group investments team, including strategy development, portfolio construction, implementation, risk management, trading, and portfolio manager training. As the functional chief investment officer of the Group, Mark chairs the MTN Investment Committee and sets the strategic direction for the team’s firm-approved strategies and brokerage activities.
Mark is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, 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 their investment strategies.
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 more than a decade. During his time at Merrill, Mark created the earliest versions of the Team’s strategies and co-founded The MTN Group. He has been with J.P. Morgan since 2009. The Group has been named a Top DC Advisor team in 2020, 2021, 2022, 2024 and 2025 by the National Association of Plan Advisors (NAPA).1
Mark holds a B.B.A. from The School of Management and Business at St. Edwards University and is an Accredited Investment Fiduciary® (AIF®).
Mark exemplifies unwavering dedication as loving father and husband to his daughter and wife, while providing incredible efforts for the benefit of clients and teammates.
1National Association of Plan Advisors (NAPA) Top DC Advisor Teams (3/20/25, data as of 12/31/24); (3/19/24, data as of 12/31/ 23); (3/22/22, data as of 12/31/21); (3/15/21, data as of 12/31/20). The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. The list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Values-Based Modern Advisory & Asset Management for a Complex Industry
The MTN Group builds long-lasting client relationships with healthcare providers and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. With decades of combined experience serving medical professionals and institutions, the MTN Group has the unique ability to serve healthcare clients with the personal attention of a small boutique and the strength and resources of J.P. Morgan
- For-Profit & Not-for-Profit Hospitals
- Hospital Outpatient Departments
- Regional Hospitals
- Micro-Hospitals
- Independent Physician Associations
- Management Services Organizations
- Company Founders & Executives
- Physicians
- Endowments & Foundations
- Restricted & Control Stock Services
- Concentrated Position Management
- Liquidity Event Planning
- Trust and Estate Planning
- Stock Plan Administration
- Strategic Tax Management
- Corporate Retirement Plans Consulting
- Portfolio Management
- Alternative Investments
- Private/Personalized Banking & Lending
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