Megan O’ConnorMegan O’ConnorInvestment Associate
About Megan
Megan O'Connor is an Associate at J.P. Morgan Wealth Management. She joined the firm in 2012.
Megan's responsibilities include trading, business development, and handling many of the everyday needs that foster strong relationships with clients. She executes multiasset class trades for institutional clients, discretionary accounts, and high-net-worth individuals. Megan leverages the firm's capabilities, including industry-leading equity and fixed-income research and the intellectual capital of their Capital Markets and Global Wealth Management groups. She is dedicated to ensuring that the group's clients and the team have accurate and timely information to guide their investment decisions.
Megan grew up in Cold Spring Harbor on Long Island. She graduated from Boston College, Carroll School of Management with a B.S. in Finance and holds her Series 7 and 63 licenses. In her free time, Megan enjoys traveling, snowboarding, and seeing comedy shows in New York City.
Insights
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Markets
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AI scams, deep fakes, impersonations … oh my!
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Think before you move: How to think about redomiciling
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July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowMarkets
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July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowMarkets
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowInvesting
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowReal Estate
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowFamily Legacy
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 NowMarkets
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
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