Peter Lennon is a Vice President and CERTIFIED FINANCIAL PLANNER™ with J.P. Morgan Wealth Management.
He serves the needs of a wide array of clients that include high-net-worth individuals and families, registered investment advisors, hedge funds, mutual 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 best-in-class 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.
Prior to joining J.P. Morgan in 2013, Peter spent seven years working with institutional clients, specializing in fixed income. He held Associate positions at Chapdelaine Tullett Prebon, a leading interdealer broker in fixed-income markets, and G.X. Clarke & Co., a broker-dealer that specialized in U.S. government securities. Over these years, Peter collaborated with portfolio managers, research analysts and traders, presenting value-add trade ideas to clients. He draws upon this experience today while working with institutional clients; he leverages J.P. Morgan's award-winning research1 and trading capabilities in order to meet institutional clients' needs.
Peter received a B.A. from Molloy University and has obtained his CFP certification, which requires him to act as a fiduciary when providing financial advice to clients.
Peter and his wife, Meaghan, live on Long Island in Rockville Centre with their two children, Caroline and Matthew. In his free time, he enjoys playing golf and spending time with his family and friends.
1 Source: Institutional Investor, 2021.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Source: J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2020.