Tom MorganTom Morgan, CFA®
Vice President, Investment Solutions Specialist

About Tom

Tom Morgan is an 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.

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now