Liam DoughertyLiam DoughertyVice President, Custom Lending Specialist
About Liam
Liam Dougherty is a Vice President and Custom Lending Specialist at J.P. Morgan Wealth Management, covering the Eastern region.
As a member of the Custom Lending team, Liam partners with Advisors and their teams to tailor complex credit strategies to the sophisticated needs of their ultra-high-net-worth clientele. He leverages the firm's thought leadership to open avenues to financing of jet aircraft, luxury yachts, life insurance premiums and certain commercial investment properties. J.P. Morgan's Custom Lending platform supports large-dollar capital facilities secured by concentrated stock positions, restricted securities and pre-IPO equity holdings, as well as other more esoteric collateral such as fine art collections.
Before joining J.P. Morgan in 2021, Liam was a Tailored Lending Transaction Manager for UBS Bank USA. There, he worked with Advisors to deliver a liability strategy for ultra-high-net-worth clients whose funding needs could not easily be met through standard securities-backed approaches. He joined UBS in 2011, and his previous roles included Banking Solutions Lead Specialist and Client Service Associate.
Liam graduated from Loyola University in Maryland, earning a B.B.A. with a concentration in Finance. He lives in New Jersey with his wife and two children.
Insights
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March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
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March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWhat are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now