Joseph E. DonnellyJoseph E. DonnellyExecutive DirectorWealth Advisor
About Joseph
Joseph Donnelly is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As the founder of The Donnelly Wealth Management Group, Joe works closely with affluent individuals and families in Miami and New York, offering a full array of strategies designed to address their complex needs. He brings experienced discipline to navigate market complexity and guide clients toward wealth opportunities that can build an impactful legacy.
Joe is a member of the J.P. Morgan Wealth Management Portfolio Manager Program and is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios. As such, he is subject to ongoing quantitative and qualitative review to assess each investment strategy. In addition, he serves on the team's investment committee to help identify innovative ideas and make tactical adjustments to existing approaches.
As a testament to Joe's reputation in the industry, in 2021, he was named by Forbes to their list of Top Next-Gen Wealth Advisors,1 and a Forbes Next Gen Best In State Advisor in 2019. Also, 2014 he was recognized by New York Magazine "Five Star Wealth Manager Award." Originally from Long Island, Joe attended St. John the Baptist Preparatory High School. He earned a B.S. in Finance and Economics from Manhattan College.
Joe began his nearly 15-year career at a small asset management firm before pivoting to focus on helping individuals and families in a more personal and meaningful manner. He spent almost 12 years with Morgan Stanley, where he developed his successful wealth management practice. Now at J.P. Morgan, he maintains offices in both Miami and New York, and leverages the firm's expansive resources for the benefit of high-net-worth clients.
In his free time, Joe enjoys golfing, boating, and cooking. Joe, his wife and their daughter are active in their community. He lends his time and resources to organizations that support the educational interests of underserved children.
Insights
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now