About Brian

Brian Keenan is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

As a student of value investing, Brian brings more than 17 years of experience advising families across multiple asset classes, including equity, options, municipal and corporate high-yield debt markets. He is continually focused on finding attractive investment opportunities in the U.S. equity and fixed income markets.

Brian began his career in 2004 as an investment associate at Bear Stearns, where he was on a team dedicated to equity research and trading for institutional investors and investment partnerships. Most recently, he was with RBC Wealth Management for almost a decade. Brian holds the FINRA Series 7 and 66 securities licenses. He is a graduate of Loyola University's Sellinger School of Business, where he earned a B.B.A. in Finance.

Born and raised in Port Washington, New York, Brian continues to live on Long Island with his wife, Jenna. In his free time, he enjoys cooking, golfing and sampling new restaurants.

Insights

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Family Legacy

Insight 3: The culture shift from paternalism to partnership

July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Family Legacy

Insight 4: Initiate interdependent ‘pillars’ separating family and business governance

July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Markets and Economy

AI use is exploding. So are the bills.

July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
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