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Jamie Fagan is a Managing Director, Wealth Partner and Portfolio Manager with J.P. Morgan Wealth Management in Boston. With 29 years of industry experience, Jamie has built a dependable team of financial professionals who aim to provide a first class experience to their clients. A seasoned professional in fixed income, Jamie oversees the team’s traditional fixed income strategies while also developing creative income generating strategies in low yielding markets. Jamie cultivates relationships with spheres of influence in order to develop and deliver a holistic wealth plan for his clients. He leverages the strength and reputation of J.P. Morgan to provide the affluent individuals, families, corporate executives, and foundations he advises with a host of industry leading investment services and tools to help them achieve their financial goals.
Jamie’s industry knowledge, honed through both professional and non-profit endowment affiliations, frames his ability to help clients identify and solve complicated financial issues they often face. He and his team are adept at listening to client concerns and financial objectives and addressing their need for asset allocation, investment management guidance, and trust and estate planning in a suitable manner.
In 2018, 2019, 2020 and 2021, Jamie was recognized as a Forbes Best-In-State Wealth Advisor. He was named to Barron’s “Top 1200 Financial Advisors” in 2016 and 2014, and Barron’s “Top 1000 Financial Advisors” in 2013.1 Previous to beginning his J.P. Morgan tenure at the firm’s predecessor, Bear Stearns, in 2006, Jamie was a Senior Vice President at Lehman Brothers (2001-2006), a Partner and Director of Private Client Group at SG Cowen (1996-2001), and a Senior Vice President at Smith Barney (1984-1996).
An active member of his community, Jamie is a Board Member of SquashBusters, an inner-city afterschool program for youths in Boston, Lawrence and Providence. He is a former chairman of the New England Aquarium’s Endowment in Boston and a past founding board member of The Turtle Ridge Foundation, an organization whose mission is to support disabled athletes. Previously, Jamie has been involved with the Investment Committee and Board of Trustees of Middlesex School in Concord, MA, the Board of Trustees of the New England Canadian Business Council and the Board of the University Club of Boston.
A graduate of the University of Vermont, Jamie earned a B.A. in Political Science with a minor in Economics. He currently lives in Boston’s Beacon Hill neighborhood with his wife, Katie, and Golden Doodle, “Linus.” Jamie and his wife have three grown daughters and enjoy gathering the family at their home in Baddeck, Nova Scotia. Jamie is a five-time Massachusetts State Men’s Open Doubles Squash Champion and, in addition to playing squash, loves to ski, fish, and golf in his spare time.
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 selections abilities.
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