Maureen McNallyMaureen McNally, CFA®Managing DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Maureen
Maureen McNally is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
Maureen is celebrating more than 15 years in wealth management, with client relationships spanning generations. Before joining J.P. Morgan Wealth Management in 2023, she was a Wealth Manager at First Republic Investment Management, which she joined in 2009. In her current role, Maureen focuses on the design, implementation and management of customized portfolio solutions for high-net-worth individuals, trusts, endowments and foundations. Financial and estate planning is also a large part of her focus with clients.
Maureen recognizes a client's wealth is more than just numbers on a balance sheet—and wishes may change over time. This is why her discovery process is rigorous and ongoing, not a one-time event. It allows her to shape and adjust a strategy around a client's evolving needs.
A skilled communicator, Maureen believes in keeping explanations simple and straightforward—helping clients understand their portfolios, what they own and why. She also reminds clients their "human capital" is as important as their "invested capital," particularly if they are compensated in company stock. She is well aware clients lead busy lives and can be overwhelmed by financial decisions—especially those which involve long-term planning for family members.
Maureen holds the Chartered Financial Analyst®(CFA®) designation and is a member of the New York Society of Security Analysts and CFA Institute. She earned a B.S. in Finance from Providence College, where she was a member of its Division I Women's Swim Team.
The daughter of a CPA and an art teacher, Maureen may have followed her father's career path into financial services, but she strongly feels creative thinking and communication has played a significant role in deepening connections with clients.
Maureen is deeply passionate about getting more women interested in careers in finance. These days, she shares her own financial lessons—leading financial literacy and investing classes through "Rock the Street Wall Street" at Sacred Heart Academy (her high school alma mater on Long Island)—where she was recently honored. Maureen also mentors at SHE-CAN, a non-profit helping young women from post-conflict countries attend universities in the U.S.
Maureen resides in Brooklyn Heights, and loves exploring her own city as much as traveling abroad. She is passionate about working out (especially boxing), live music and antiquing. Her favorite activity in the summer is taking the ferry after work for dinner on Rockaway Beach.
CFA®and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After 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
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After 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 NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now