Raymond O’RourkeRaymond O’RourkeClient Associate
About Raymond
Raymond O’Rourke is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Vahab Group, Ray provides administrative and operational support for high-net-worth individuals and families. His responsibilities include onboarding procedures, fund transfers and maintaining account records. Ray serves as a dedicated resource for client concerns, helping support the day-to-day needs of the team and its clients.
Ray joined J.P. Morgan in 2025 after beginning his career at Oracle, where he sharpened his professional skills as a Business Development Consultant. He graduated from Boston College with a B.A. in Economics.
Ray lives in Manhattan and enjoys playing golf, hiking in the Hudson Valley and spending time with friends and family.
Insights
Markets and Economy
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Cybersecurity
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Business Planning
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Investing
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Markets and Economy
If the shock doesn’t stick: Mapping out de-escalation
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Wealth Planning
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Investing
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Retirement
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Family Legacy
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May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowMarkets and Economy
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowCybersecurity
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness Planning
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowInvesting
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowMarkets and Economy
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWealth Planning
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowInvesting
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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