Joseph E. DonnellyJoseph E. DonnellyExecutive DirectorWealth Partner
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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
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January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
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January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
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