Connor Sweeney is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Gilman 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 other 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.
A graduate of Wagner College, Connor holds a Bachelors in Finance, and an M.B.A with a concentration in Finance. He was also a member of the men's lacrosse team. He holds FINRA Series 7 and 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.