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Meghan Haggerty
I am focused on helping my clients develop sound wealth management plans predicated on informed choices within the kaleidoscope of opportunities available.

Meghan Haggerty

Executive Director

Meghan Haggerty


617.654.2066

meghan.haggerty@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Meghan

Meghan Haggerty is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management. Prior to joining the firm, Meghan was Director of Corporate and Venture Capital Services at Leerink Partners, a boutique investment bank focused on the Life Science industry.

Meghan has over 20 years of experience helping corporate and venture capital clients develop tailored pre- and post-IPO and M&A strategies. She is skilled at identifying sophisticated, tax-efficient planning approaches for holding and investing wealth, with specific experience in advising public and private company executives on 10b5(1) trading plans, Rule 144 and large block trading, hedging and monetization strategies.

While each investor is unique, certain patterns and truths are universal. Meghan reminds her clients that during the 200 years that J.P. Morgan has been advising wealthy clients, the firm has had the privilege of assisting investors in every phase of their lives and through all market conditions. Meghan leverages J.P. Morgan’s exceptional breadth of wealth management services. These include restricted stock, RSU and employee stock option planning, investment specialists, tax planning, estate transfer and opportunistic strategies in both the public and private markets.

 

 

 

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