Conor FinnanConor FinnanClient Associate
About Conor
Conor Finnan is a Senior Client Associate at J.P. Morgan Wealth Management.
Conor graduated from Fairfield University in Connecticut with a degree in economics and a focus in behavioral economics. He is originally from Franklin Lakes in Bergen County, NJ where he still has plenty of family and friends.
Conor began his financial career at Fidelity Investments in Connecticut where he developed a unique skillset in wealth management. After obtaining the FINRA Series 7 and 66 licenses, Conor sought to follow the natural progression of his wealth planning and investment strategies career which ultimately led him to Gilman Private Wealth.
Within the Gilman Private Wealth team at J.P. Morgan Advisors, Conor works primarily on asset servicing, utilizing his technical education in economics and experience in finance to execute tailored portfolio allocations on behalf of ultra-high-net-worth clients.
Conor is an avid skier and surfer, and in his free time, he enjoys playing pickleball, golf, and tennis with his family.
Insights
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Wealth Planning
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