
Kevin McCooeyKevin McCooeyManaging DirectorWealth Partner
About Kevin
Kevin McCooey is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. As a senior partner of the MKV Group, Kevin offers wealth management services for high-net-worth individuals, corporate executives and institutions. With over 15 years of experience on Wall Street, he delivers investment research, portfolio strategies, and asset management.
Kevin and his team have significant background and capabilities in the areas of restricted stock plans, corporate liquidity events, and sophisticated trust and estate strategies. Offering select access and due diligence to a hand-picked roster of money managers, Kevin has served as a trusted advisor to a number of private foundations, school endowments, and charitable organizations. A major focus of the team has been sales and trading coverage for equity and fixed income money managers and hedge funds ranging from $50MM to $1.2B.
The markets are a family business for Kevin and his entrepreneurial spirit runs deep. Prior to joining J.P. Morgan in 2015, he spent more than 15 years as an Investment Representative, first at Lehman Brothers Private Investment Management and later at Barclays, after its acquisition of Lehman in 2008. From 1998-1999, Kevin worked in Institutional Sales Coverage at The Griswold Company, an independent brokerage firm on the New York Stock Exchange, founded by his family.
Kevin has served in a number of different capacities for the New York Football Giants, ranging from the Marketing Division to the On-Field Player Personnel Department. Kevin also spent two years with the National Football League Players Association (NFLPA) in the Salary Cap and Contracts Division as well as working with IMG, one of the largest independent Sports Marketing and Management Firm in the world.
Kevin earned his B.A. degree from Georgetown University in 1999. He is married and lives with his family in Rye, NY.
Insights

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Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now