Peter J. LennonPeter J. Lennon, CFP®Vice President
About Peter
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, 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 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. Peter 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 College, 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 in Rockville Centre with their two children, Caroline and Matthew. In his free time, Peter enjoys playing golf and spending time with family and friends.
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.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now