
Joseph E. DonnellyJoseph E. DonnellyExecutive DirectorWealth Partner
Awards and Industry Recognition



Forbes
About Joseph
Joseph Donnelly is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
As the founder of The Donnelly Wealth Management Group, Joe works closely with affluent individuals and families in Miami and New York, offering a full array of strategies designed to address their complex needs. He brings experienced discipline to navigate market complexity and guide clients toward wealth opportunities that build an impactful legacy.
Joe is a member of the J.P. Morgan Wealth Management Portfolio Manager Program and is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios. As such, he is subject to ongoing quantitative and qualitative review to assess each investment strategy. In addition, he serves on the team's investment committee to help identify innovative ideas and make tactical adjustments to existing approaches. Originally from Long Island, Joe attended St. John the Baptist Preparatory High School. He earned a B.S. in Finance and Economics from Manhattan College.
Joe began his nearly 15-year career at a small asset management firm before pivoting to focus on helping individuals and families in a more personal and meaningful manner. He spent almost 12 years with Morgan Stanley, where he developed his successful wealth management practice. Now at J.P. Morgan, he maintains offices in both Miami and New York, and leverages the firm's expansive resources for the benefit of high-net-worth clients.
Joe, his wife and their daughter are active in the community. He lends his time and resources to organizations that support the educational interests of underserved children. In his free time, Joe enjoys golfing, boating and cooking
Insights

When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now