Peter J. Lennon

Welcome

Peter serves a broad client base—including high-net-worth individuals and families, trading firms, hedge funds, registered investment advisors and corporate entities with retirement and cash management needs. He takes pride in being approachable and accessible, offering clients insightful recommendations drawn from the depth and breadth of J.P. Morgan's global resources.

Peter views wealth management through a holistic lens, grounded in a deep understanding of each client's life, goals and financial environment. By building trust-based relationships, he can help clients clarify both short- and long-term objectives. Peter uses a goals-based planning framework to design tailored investment strategies and provides ongoing education throughout the wealth planning process, empowering clients to make informed decisions with confidence.

In his work with corporations, Peter advises on retirement plan design and governance, guiding fiduciaries through fund selection, fee evaluation and investment due diligence. He also partners with institutional clients to construct income-generating cash management strategies focused on liquidity and capital preservation. In each case, Peter helps streamline complexity and manage responsibilities, freeing clients to focus on the growth and direction of their businesses.