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.