Colin O'DonnellColin O'DonnellSenior Client Associate
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
Outlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
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Wealth Planning
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Retirement
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Markets
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February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read NowOutlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowWealth Planning
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowOutlook
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowMarkets
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowInvesting
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowWealth Planning
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowRetirement
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowMarkets
War and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read Now
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