About Brooke

Brooke Horgan is a Vice President with J.P. Morgan Wealth Management.

As a member of the O'Callaghan Thomas team, she assists with some of the more complex family and foundation relationships. In this role, she is a valuable member of the team's investment committee and her responsibilities include creating tailored investment management and asset allocation strategies customized to each client's specific requirements. She works diligently to monitor the portfolios on an ongoing basis and is known for leveraging the firm's extensive research, thought leadership and global capabilities to inform her recommendations.

Brooke began her career in the Foundations and Endowments group at J.P. Morgan in the Private Bank followed by two years in Equity Research Sales before earning her MBA at Columbia University as a recipient of the prestigious Feldberg Fellowship, a full tuition grant awarded to two students each year. After graduate school, Brooke worked at Hudson's Bay Company and Lord & Taylor in numerous project management roles. Before returning to J.P.Morgan, she was most recently the COO at Tamara Mellon, a lifestyle fashion brand launched in 2013 by the founder of Jimmy Choo. Brooke received her B.A. from Princeton University, where she played Division 1 Field Hockey and Lacrosse, and competed in 4 Final Four Championships.

Active with her alma mater, Brooke has co-chaired her Princeton class Annual Giving effort for the last 15 years and has served on the board and most recently as Commodore of the Weekapaug Yacht Club in Rhode Island. She lives in Bronxville, New York with her family.

She holds FINRA Series 7 and 66 licenses.

Insights

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.