About Colin

Colin O'Donnell is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of the Holland Goodwyn Group, he provides problem solving and reporting support for high-net-worth individuals and families. Colin's responsibilities include addressing inquiries and executing trades. He has a reputation for managing day-to-day activities in a steady and experienced manner.

Colin graduated from the University of Richmond with a B.S in Business Administration and a Concentration in Finance. He began his career in 2020 at Equitable Advisors before joining J.P. Morgan in 2021.

He holds FINRA Series 7, 66 and SIE securities licenses.

Colin is from Morristown NJ and now lives in New York City. Outside of work, he enjoys spending time with his family and friends, and has a passion for golf.

Insights

Wealth Planning

Beware the wash sale rule

November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Wealth Planning

Are you maximizing your charitable giving?

November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
Outlook

October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions

November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read Now
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