Patrick ConnollyPatrick ConnollyVice PresidentWealth Advisor
About Patrick
Patrick Connolly is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Patrick focuses on the holistic wealth management objectives of ultra-high-networth individuals, leveraging the many resources that are required to address their complex needs. He uses his background in institutional trading and strong organization capabilities to orchestrate the risk management and oversight of the team. He has developed a reputation as a problem solver and the team regards him as their COO. Patrick brings a thoughtful and responsive approach to client service and communications. He mentors fellow group members and takes pride in nurturing a strong and cohesive partnership.
With over 20 years of industry experience, Patrick began his career at Morgan Stanley on the institutional equity division options desk. He was part of a group that opened the inaugural office of the firm's private wealth management team in Atlanta, and grew the team into a successful practice. Patrick was recruited to join The Sylvia Wealth Management Group in 2011. He transitioned with the team to J.P. Morgan in 2017.
Patrick attended Loyola University in Maryland, where he earned a B.B.A. in Business Management. He also holds an M.B.A. from Goizueta Business School at Emory University, with a concentration in Organizational Management and Finance. Throughout this intensive experience, he simultaneously worked full time and raised his young family.
A native of New York, Patrick and his wife live in Jupiter with their three children.
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now