Melissa Conroy WhitneyMelissa Conroy WhitneyManaging DirectorWealth Partner
About Melissa
Melissa Conroy Whitney is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Melissa has 25 years of financial services experience and has focused her entire career exclusively on corporate cash management.
As a Portfolio Manager in the firm's exclusive Portfolio Manager Program (PM), she has access to J.P. Morgan's fixed income platform, which she uses to actively manage customized portfolios of corporate cash on a discretionary basis for her clients. To qualify as a Portfolio Manager, Melissa has undergone a rigorous screening process and is subject to periodic review on a qualitative and quantitative basis.
Melissa evaluates a company's needs by assessing how much credit risk it can assume. She also determines its cash burn rate to determine whether the client has enough available cash to meet its liquidity needs. Melissa recognizes that her clients—who are very conservative and risk averse value having an advisor whom they can trust and who is always accessible. They welcome J.P. Morgan's competitive fees and the investment portfolio reporting that she provides them through Clearwater Analytics.
Melissa joined J.P. Morgan in 2013. Previously, she was a Managing Director at Deutsche Bank Alex Brown (2007 2013) in San Francisco. Melissa began her career at Lehman Brothers in NYC in 1995. She relocated to the firm's San Francisco office in 1997 and worked there until 2007.
Melissa received a B.S. in Business from Providence College and an M.B.A. in Finance from the University of Notre Dame. Originally from New Jersey, she lives in Oakland with her husband and their three children.
Insights
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