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

About Tom

Tom Morgan is an Investment Specialist with 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 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.


Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.