Bridget LillisBridget LillisVice PresidentRelationship Manager
About Bridget
Bridget Lillis is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
As a member of the O'Callaghan Thomas Team, she provides trading and investment-related oversight for ultra high-net-worth individuals and families. In addition, she handles primary coverage of the team's overseas families and institutions. Bridget's responsibilities include product sales, trade execution and market research. She serves as a dedicated resource for all client concerns and works diligently to deliver an excellent client experience.
Bridget graduated from the Wehle School of Business at Canisius College with a B.S. in Finance where she was a member of the Division I Varsity Women's Rowing team. She joined J.P. Morgan in 2019 and holds FINRA Series 7, 63 and 65 securities licenses.
Bridget lives in Manhattan and enjoys running in Central Park, traveling, and trying new restaurants with friends in the city.
Insights
Markets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
Markets and Economy
Software shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read Now
Markets and Economy
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Markets and Economy
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
Investing
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Markets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
Cybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Retirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowMarkets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowMarkets and Economy
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowMarkets and Economy
Software shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read NowMarkets and Economy
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowMarkets and Economy
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowInvesting
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowMarkets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowCybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
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