About William

William Slattery is a Client Associate at J.P. Morgan Wealth Management.

As a pivotal member of The Apollo Group, William provides customer service and account maintenance support for his colleagues and clients of the team. His responsibilities include onboarding procedures, fund transfers, monitoring transactions and ad hoc requests. He serves as a dedicated resource for all client concerns and works diligently to deliver noteworthy client experiences.

William graduated from Tulane University in New Orleans with a B.A. in Political Economy and International Relations. He began his career in 2023 at First Republic Private Wealth Management.

William currently resides in Manhattan. Outside of the office, he is the VP of Professional Development for the Tulane Club of New York and is a volunteer at The Bowery Mission. In his spare time, William enjoys reading, skateboarding and exploring New York City's historical sites.

Insights

Markets

A tale of two markets: Divergence amid the post–Labor Day sell-off

September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity

Mind your business: How to keep your company cyber secure

September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Wealth Planning

New York estate planning

September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
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