Connor SweeneyConnor SweeneySenior Client Associate
About Connor
Connor Sweeney is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Gilman Private Wealth Management Group, a team that provides tailored investment and wealth management services to ultra-high-net-worth clients, he primarily works in the Asset Servicing division of the team.
Connor's primary responsibilities include managing the account opening process, money movement requests, account maintenance, and a number of activities that involve prospective or existing clients. He also serves as a liaison between the sales team, management, compliance, and various other lines of business within the firm. With his capabilities, Connor guides clients with their Balance Sheet Management covering Pillar Three of the Wealth Foundation program.
A graduate of Wagner College where he was also a member of the Men's Lacrosse team, Connor obtained a Bachelors in Finance, and an M.B.A with a concentration in Finance. He holds FINRA Series 7 and Series 66 licenses. Beginning his career with Merrill Lynch, he joined J.P. Morgan in May of 2022.
Connor currently resides in Hoboken, NJ. Originally from Rhode Island, Connor is an avid Boston sports fan. He enjoys spending time with family and friends, traveling, and being active.
Insights
The SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Debt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Philanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now
10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Why semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read Now
New year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Inflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read Now
When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read NowThe SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read NowDebt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read NowPhilanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read NowWhy semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read NowNew year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowInflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read NowWhen it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now