Peter J. Lennon
Welcome
Peter serves a broad client base—including high-net-worth individuals and families, trading firms, hedge funds, registered investment advisors and corporate entities with retirement and cash management needs. He takes pride in being approachable and accessible, offering clients insightful recommendations drawn from the depth and breadth of J.P. Morgan's global resources.
Peter views wealth management through a holistic lens, grounded in a deep understanding of each client's life, goals and financial environment. By building trust-based relationships, he can help clients clarify both short- and long-term objectives. Peter uses a goals-based planning framework to design tailored investment strategies and provides ongoing education throughout the wealth planning process, empowering clients to make informed decisions with confidence.
In his work with corporations, Peter advises on retirement plan design and governance, guiding fiduciaries through fund selection, fee evaluation and investment due diligence. He also partners with institutional clients to construct income-generating cash management strategies focused on liquidity and capital preservation. In each case, Peter helps streamline complexity and manage responsibilities, freeing clients to focus on the growth and direction of their businesses.
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Insights
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read Now
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read NowHow AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowFinancial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowShould new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read NowFall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowThe importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowInsight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowBeyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowThinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now