Tom MorganTom Morgan, CFA®Executive Director, Investment Solutions Specialist
About Tom
Tom Morgan is an Executive Director and Investment Specialist at J.P. Morgan Wealth Management.
In his role, he works closely with various strategists, asset class leaders, and product professionals across the firm and other third parties to bring the vast investable universe of J.P. Morgan into digestible strategies for clients. Tom helps advisors implement different products in client portfolios, based on their individual needs and goals. He also takes an active role in the construction and allocation of client portfolios.
Prior to J.P. Morgan, Tom worked at Tradeweb on their fixed income trading desk, covering Tier 1 asset managers, RIAs, hedge funds, and community banks, and communicating with portfolio managers and traders to facilitate and execute trades across the fixed income spectrum. Tom is a CFA® Charterholder and graduate of The University of Scranton, where he was a two-time captain of the men's basketball team. He lives in Manhattan, is a junior board member of Tuesday's Children, and enjoys the beach, staying active and golf.
CFA®and Chartered Financial AnalystTM are registered trademarks owned by CFA Institute.
Markets and Economy
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Retirement
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Markets and Economy
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Wealth Planning
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Markets and Economy
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Family Legacy
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Markets and Economy
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Emerging markets may offer more than meets the eye – selectivity matters
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A balancing act: The trade-off between debt and defense
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When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowMarkets and Economy
The defensive playbook isn’t your average inflation roadmap
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