Peter C. Noonan at J.P. Morgan Securities
Our mission is to be the center of ideas for all of our clients’ financial needs, and to help solve the complexities of significant wealth and simplify our clients’ lives.
Our mission is to be the center of ideas for all of our client’s financial needs, and to help solve the complexities of significant wealth and simplify our clients’ lives. Excellence, integrity and utter discretion are the cornerstones of our business. Our clients benefit from the best of both worlds: the personalized service of a boutique brokerage firm and the global reach of one of the largest and most respected firms in the world.
Our team is dedicated to helping preserve the wealth created by high-net-worth individuals and families. Managing assets in excess of $2.3 billion, our deep-rooted emphasis on risk management has established our team as an exemplary investment management group. Through a capable blend of experience and knowledge, combined with the global investment banking strength of J.P. Morgan, we deliver a level of performance and service that is distinctive within the financial services industry.
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Peter C. Noonan
Peter Noonan is an industry-recognized Managing Director and Wealth Manager with J.P. Morgan Securities, serving clients in Boston and New York. He has been a guest speaker at leading wealth management conferences as well as a speaker at the Barron’s conference.
Peter manages relationships for high-net-worth individuals, including athletes, entertainment professionals and private equity executives. Peter and his team carefully assess the risk profiles of his clients, and then, leveraging the breadth of J.P. Morgan’s extensive platform, create appropriate strategies that are designed to meet their needs. He believes his cautionary approach to managing his clients’ portfolios is vital to maintaining the strategy and discipline required to carefully navigate current market conditions.
Peter’s initial interest in the financial markets was ignited when his grandmother, who emigrated from Ireland, gave him a book titled Understanding Wall Street when he was 15 years old. In college, he applied for and was granted an internship at Lehman Brothers, where he worked throughout his college years. He has over 30 years of financial services experience, beginning with Lehman Brothers in 1983, UBS from 1986 to 1999, and Robertson Stephens from 2000 to 2002. Peter joined J.P. Morgan Securities in 2002.
Peter graduated from Bates College with a Bachelor of Arts in Economics. He and his wife Jean, live in Weston, Massachusetts, with their four children, Jamie, Peter, Patrick and Jack, and Labrador Retriever, Blizzard. In his spare time, Peter enjoys playing golf.
- Top 400 Financial Advisers, Financial Times, 2019, 2018, 2017
- Best-In-State Wealth Advisors, Forbes, 2019, 2018
- Top 1,200 Financial Advisors, Barron’s, 2011-2019
1The formula the Financial Times uses to grade advisors is based on six broad factors and calculates a numeric score for each advisor. Areas of consideration include advisor assets under management, asset growth, years of experience, industry certification, FINRA compliance record, and online accessibility.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment selection abilities.
Katrina L. Berube, CFA®
Katrina Berube is an Investment Associate with J.P. Morgan Securities, a wealth management division of J.P. Morgan. She works with a team serving high-net-worth individuals, including entrepreneurs and executives in the private equity industry. She holds the Chartered Financial Analyst® designation, and helps structure asset allocation models comprising managed accounts and fixed income strategies.
Katrina initially studied Management in college, and as part of the curriculum was exposed to Economics. She changed her major, and then completed a program in which she earned both a B.A. and an M.A. in Economics. Katrina has over 12 years of financial services industry experience. She believes her skills in portfolio analysis and construction help her respond to the challenges clients face in today’s complex and ever-changing environment.
Katrina joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in 2005 as a Client Service Associate. She and her team moved to J.P. Morgan in 2008, and in February 2013 she became an Investment Associate.
Katrina grew up in Maine, graduated from Boston University, and earned the Chartered Financial Analyst designation in 2010. In her spare time, she enjoys cooking and preserving. An avid trail runner, she regularly competes in trail and ultra races around the region.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Matthew O’Brien is a Client Associate at J.P. Morgan Securities, a wealth management division of J.P. Morgan. In his role, he is responsible for the daily administration of client accounts, including money transfer requests and account inquiries. Matthew also manages the account opening process for new clients, along with servicing and managing existing relationships.
Matthew’s responsibilities also include pursuing new business opportunities. Matthew helps develop a broad network of prospective clients who may benefit from the team’s personalized service. He strives to provide high-quality service and help clients leverage J.P. Morgan’s global resources.
Matthew attended Coastal Carolina University and graduated in 2012 with a B.A. in Finance. He began his financial services career as member of a trade support group at a small securities lending firm. While there, he processed trade settlements and provided other daily operational support to existing clients. He joined J.P. Morgan Securities in December 2015.
Matthew grew up in Walpole, Massachusetts, and is an avid golfer.
- Best-In-State Wealth Advisors, 2018-2019
- Top 1,200 Financial Advisor, 2011-2019
- Top 400 Advisors, 2017-2019
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