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Matthew O’Brien is a Client Associate at J.P. Morgan Wealth Management. 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 in December 2015.
Matthew grew up in Walpole, Massachusetts, and is an avid golfer.
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