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
2025 • 2024 • 2023

National Association of Plan Advisors (NAPA)

Top DC Advisor Teams
2025 • 2024 • 2022 • 2021 • 2020

About Mark

Mark McConnell is a Managing Director and Wealth Partner with The MTN Group 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 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.

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 (03/20/25, data as of 12/31/24); (03/19/24, data as of 12/31/23); (03/16/23, data as of 12/31/22); (03/22/22, data as of 12/31/21); (03/15/21, data as of 12/31/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures

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.

The MTN Group – Specialists in Healthcare

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

Insights

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AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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