Owen FayOwen FayClient Associate
About Owen
Owen Fay is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Bregman Rowe Group, he provides client service and account maintenance support for high-net-worth individuals and families. Owen's responsibilities include onboarding procedures, fund transfers and executing trades. He recognizes the critical nature of his forward-facing role.
Owen graduated from Fordham University with a B.A. in Economics. He began his career in 2017 at Morgan Stanley as a Client Service Associate. He joined J.P. Morgan in 2021 and is proud to deliver outstanding service. He holds FINRA Series 7 and 66 licenses.
Owen lives in Brooklyn, NY and enjoys spending time with his family and friends. His interests include photography, hiking and skiing.
Insights
Business Planning
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Markets
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Wealth Planning
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Retirement
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What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowBusiness Planning
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowMarkets
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowInvesting
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowFamily Legacy
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowMarkets
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowWealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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