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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.