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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Outlook
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September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowCybersecurity
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September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read NowOutlook
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read NowMarkets
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August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read NowBusiness
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August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowReal Estate
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowWealth Planning
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
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