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
Markets and Economy
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
Wealth Planning
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March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
Wealth Planning
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
Markets and Economy
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Banking
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Retirement
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Wealth Planning
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February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Business Planning
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Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWealth Planning
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWealth Planning
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWealth Planning
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowMarkets and Economy
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowRetirement
Options for your 401(k) when you leave a company
February 26, 2026Maybe 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 NowWealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowBusiness Planning
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
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