Bridget LillisBridget LillisAssociateRelationship Manager
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
Wealth Planning
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets
Where will tariff rates settle? 3 scenarios explained
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Sustainability
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Family Legacy
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April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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Building up: How we see infrastructure investment expanding
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Outlook
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April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
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Markets
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowWealth Planning
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowMarkets
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowSustainability
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read NowMarkets
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowMarkets
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
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