About Connor

Connor Sweeney is an Investment Associate with J.P. Morgan Wealth Management.

As a member of Gilman Private Wealth Management, a team that provides tailored investment and wealth management services to ultra-high-net-worth clients, Connor primarily works in the Investment Management division of the team, and also assists the Asset Servicing team as well.

Connor's primary responsibilities include trading and rebalancing, performance reporting, equity and fixed income analysis, and providing wealth solutions. In addition he assists in managing the account opening process, money movement requests, account maintenance, and a number of activities that involve prospective or existing clients. He also serves as a liaison between the sales team, management, compliance, and various other lines of business within the firm.

A graduate of Wagner College where he was also a member of the Men's Lacrosse team, Connor obtained a Bachelors in Finance, and an MBA with a concentration in Finance. He holds FINRA Series 7 and Series 66 licenses. Beginning his career with Merrill Lynch, he joined J.P. Morgan in May of 2022.

Connor currently resides in Hoboken, NJ. Originally from Rhode Island, Connor is an avid Boston sports fan. He enjoys spending time with family and friends, traveling, and being active.

Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.