Peter LennonPeter Lennon, CFP^®

Vice President

Wealth Advisor

Peter Lennon is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

He serves the needs of a wide array of clients that include high-net-worth individuals and families, corporate cash management and retirement plans, registered investment advisors, hedge funds, and trading firms. Peter prides himself on his approachability; he consistently reiterates that his primary focus is to navigate the vast resources at J.P. Morgan in order to present clients with insightful ideas and recommendations.

Peter believes that managing wealth is far more than simply managing one's investments; it involves a holistic understanding of who that person is and the financial forces at work in his or her life. Peter develops relationships that are founded on trust; he utilizes goal-based planning strategies to assist clients in achieving both short- and long-term financial goals. He helps clients define their objectives, then develops investment strategies designed to achieve those objectives. One of Peter's primary responsibilities is to educate clients throughout the financial planning process, and he makes it clear that clients can approach him with any financial situation and he will assist them in making a more informed decision.

Peter advises corporate clients on their cash management portfolios; he constructs income generating strategies that focus on capital preservation and short term liquidity needs. Peter also advises corporate clients on their retirement plans; he understands that plan fiduciaries invest significant time and require specialized knowledge to attend to fees, perform investment due diligence and make fund selections. Peter evaluates clients' retirement plan objectives, helps them manage those responsibilities, which frees them up to focus on their businesses.