Mark W. McConnell IIIMark W. McConnell III, AIF®
Managing 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."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

About Mark

Mark McConnell is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

He 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 strategy. As the investment team lead for The MTN Group, he directs critical functions of the investment process including strategy development, portfolio construction, implementation, risk management and trade execution.

Mark is also responsible for the day-to-day management of equity, fixed-income and balanced accounts and is a voting member of The MTN Group 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.

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

Outlook

Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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