Melissa Conroy WhitneyMelissa Conroy WhitneyManaging DirectorWealth Partner
About Melissa
Melissa Conroy Whitney is a Wealth Partner and Managing Director with J.P. Morgan Wealth Management. Melissa has over 20 years of financial services experience and has focused her entire career exclusively on corporate cash management. She invests excess cash for corporations in fixed income securities, which include corporate, agency, municipal and Treasury bonds, commercial paper, money market funds and certificates of deposit.
As a Portfolio Manager in the firm's exclusive Portfolio Manager Program, 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. She recognizes that her clients, who are very conservative and risk averse, value having an advisor whom they can trust and who is always accessible, as well as 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. She 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, Melissa lives in Oakland with her husband and their three children.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now