Mark W. McConnell IIIMark W. McConnell III, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Mark
Mark McConnell is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
He is a Portfolio Manager in the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess their investment strategy. As the investment team lead for The MTN Group, he directs critical functions of the investment process including strategy development, portfolio construction, implementation, risk management and trade execution.
Mark is also responsible for the day-to-day management of equity, fixed-income and balanced accounts and is a voting member of The MTN Group Investment Committee. He began his investment career in 1992 with Bear Stearns, developing investment strategies for institutions. In 1995, Mark joined Merrill Lynch where he served institutions and professional investors for 12 years. He has been with J.P. Morgan since 2009.
Mark holds a B.B.A. from The School of Management and Business at St. Edwards University.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
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