Megan O’ConnorMegan O’ConnorInvestment Associate
About Megan
Megan O'Connor is an Associate at J.P. Morgan Wealth Management. She joined the firm in 2012.
Megan's responsibilities include trading, business development, and handling many of the everyday needs that foster strong relationships with clients. She executes multiasset class trades for institutional clients, discretionary accounts, and high-net-worth individuals. Megan leverages the firm's capabilities, including industry-leading equity and fixed-income research and the intellectual capital of their Capital Markets and Global Wealth Management groups. She is dedicated to ensuring that the group's clients and the team have accurate and timely information to guide their investment decisions.
Megan grew up in Cold Spring Harbor on Long Island. She graduated from Boston College, Carroll School of Management with a B.S. in Finance and holds her Series 7 and 63 licenses. In her free time, Megan enjoys traveling, snowboarding, and seeing comedy shows in New York City.
Insights
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October 18, 2024The risks and rewards of a concentrated stock position.Read NowBeware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read NowAre you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowOctober 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read NowThe final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now