Patrick HaggertyPatrick HaggertyVice President, Liquidity Specialist
About Patrick
Patrick Haggerty is a Vice President and Liquidity Specialist at J.P. Morgan Wealth Management.
The Liquidity Specialists are a team of dedicated, experienced professionals who partner with Advisors and their high-net-worth clients to address liquidity needs and develop bespoke cash management strategies. In his nationwide role, Patrick starts by uncovering each individual's sophisticated scenario so he can design customized approaches that offer financial flexibility and align with near- and long-term goals. His experience in the competitive landscape and underlying rate environment informs his recommendations and helps him position clients to enhance their cash yield.
With close to a decade of experience in financial services, Patrick has spent his career helping organizations invest their excess balance sheet cash. He joined J.P. Morgan in 2024 from his role as an Associate at Goldman Sachs. One of his core strengths is guiding individuals to navigate strategic financial decisions.
Patrick earned a B.A. in Economics from the University of Notre Dame and holds FINRA Series 7 and 63 securities licenses. He lives in Chicago with his fiancée, Kate.
Insights
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