Connor SweeneyConnor SweeneyInvestment Associate
About Connor
Connor Sweeney is an Investment Associate with J.P. Morgan Wealth Management.
As a member of Gilman Private Wealth, 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
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