
Brooke HorganBrooke HorganVice PresidentInvestment Associate
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

Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now