
Kevin McCooeyKevin McCooeyManaging DirectorWealth Partner
About Kevin
Kevin McCooey is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a senior partner of the MKV Group, Kevin offers wealth management services for high-net-worth individuals, corporate executives and institutions. With over 15 years of experience on Wall Street, he delivers investment research, portfolio strategies, and asset management.
Kevin and his team have significant background and capabilities in the areas of restricted stock plans, corporate liquidity events, and sophisticated trust and estate strategies. Offering select access and due diligence to a hand-picked roster of money managers, Kevin has served as a trusted advisor to a number of private foundations, school endowments, and charitable organizations. A major focus of the team has been sales and trading coverage for equity and fixed income money managers and hedge funds ranging from $50MM to $1.2B.
The markets are a family business for Kevin and his entrepreneurial spirit runs deep. Prior to joining J.P. Morgan in 2015, he spent more than 15 years as an Investment Representative, first at Lehman Brothers Private Investment Management and later at Barclays, after its acquisition of Lehman in 2008. From 1998-1999, Kevin worked in Institutional Sales Coverage at The Griswold Company, an independent brokerage firm on the New York Stock Exchange founded by his family.
Kevin has served in a number of different capacities for the New York Football Giants, ranging from the Marketing Division to the On-Field Player Personnel Department. Kevin also spent two years with the National Football League Players Association (NFLPA) in the Salary Cap and Contracts Division as well as working with IMG, one of the largest independent sports marketing and management firms in the world.
Kevin earned his B.A. degree from Georgetown University in 1999. He is married and lives with his family in Rye, NY.
Insights

How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.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
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 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
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.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
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 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