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

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy

How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.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.