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
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For 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 Now
Tax 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
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.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 NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now