About Bridget

Bridget Lillis is an Associate with 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

3 reasons we now favor the health care sector

December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Wealth Planning

6 strategies to consider before year-end

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Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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