William ThackerWilliam ThackerVice PresidentInvestment Associate
About William
William Thacker is a Vice President with J.P. Morgan Wealth Management.
As a member of the O'Callaghan Thomas team, William oversees investment strategy, asset allocation, and portfolio management as well serves as a member of the Investment Committee.
William began his career as a Wealth Manager and Investment Advisor in Atlanta, Georgia. He subsequently joined Bank of America's Private Bank in Atlanta as a Client Portfolio Manager before moving to New York to join Bank of America's Chief Investment Office. Here, William started as an Associate Analyst and Investment Strategist, covering equity investments and strategy for multi-asset portfolios. He progressively increased his experience and responsibility, becoming a Portfolio Manager within the Chief Investment Office on a team overseeing $200B in client assets. He joined the O'Callaghan Thomas Team in August of 2023.
William graduated from the University of Tennessee, Knoxville with a B.A. in Economics and a B.A. in Political Science. He lives in Brooklyn, NY with his wife and their adopted Weimaraner puppy.
Insights
Markets
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
Outlook
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Family Legacy
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Markets
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Retirement
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Investing
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Investing
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Family Legacy
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowMarkets
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowOutlook
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowFamily Legacy
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowMarkets
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowRetirement
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowInvesting
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInvesting
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowFamily Legacy
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowFamily Legacy
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
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