Aidan DonnellyAidan DonnellyClient Associate
About Aidan
Aidan Vincent Donnelly is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Tucker Shevlin Group, Aidan provides account maintenance and operational support for high-net worth individuals, families and nonprofit organizations. His responsibilities include addressing inquiries, onboarding procedures, executing trades and wire transfers. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Aidan graduated from The Pennsylvania State University with a B.S. in Corporate Innovation and Entrepreneurship. With three years of experience in financial services, he began his career at Vanguard as a Client Service Associate. Aidan then moved to an Investment Consultant role at Vanguard where he acquired skills to carefully address individual clients' needs.
Originally from the Philadelphia area and now residing in Farmingdale, New York, Aidan values quality time with family and friends. With a passion for golf, Penn State football and the Philadelphia Eagles, he enjoys sharing his love for sports. When he's not talking about sports, you can find him at family gatherings, fostering meaningful connections with those closest to him.
Insights
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March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
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March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
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