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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
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
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
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
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
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
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
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 NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating 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 NowJuly 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 NowInsight 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 NowDefying 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 NowCapitalizing 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 NowHow 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 NowHow 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