Ron McGann

Ron McGann is a Vice Chairman at J.P. Morgan Private Bank. In this role, he provides advice, investment strategies, and wealth planning strategies for the most senior-level executives in the financial institutions sector, as well as to entrepreneurs and dealmakers on Wall Street and in the insurance industry. Ron assumed this senior advisory role in 2015, after he spent 13 years mentoring teams advising in these unique segments of the market. He served an instrumental role in the growth and evolution of the U.S. Private Bank. 

In 2018, Ron launched and is responsible for overseeing a national coverage campaign for insurance executives, successfully partnering with all lines of business and regional Private Bank offices to provide local coverage for this niche segment of clients. 

Prior to this role, Ron was a Managing Director and Market Manager for the Financial Institutions Principals Group, which he founded in 2002. During this time, he worked with individuals in the financial services industry, advising them and their families on a variety of matters—including asset allocation and investment management, traditional capital and liquidity strategies, and wealth transfer opportunities and execution.

Over the past 26 years, Ron has been responsible for developing comprehensive wealth management strategies for hundreds of clients in the industry. He and this team have an understanding of the unique challenges and needs faced by financial principals, industry leaders, insurance executives, and their families.

Ron joined J.P. Morgan in 1989, working with the Residential Real Estate Finance Group. He was promoted to Vice President and Team Leader of the Group in 1994. He joined the Corporate Executive Client Coverage Team in 1997 as a Relationship Manager. In October 2008, he was named to Worth magazine’s Top U.S. Wealth Advisor list.

He received his B.A. from Salisbury University and an M.B.A. in Corporate Finance from Pace University. He is a member of the Advisory Board to the Business Schools at both Salisbury University and Pace University., as well as the Salisbury University Foundation Board. In addition to the number of industry conferences he attends, Ron was a guest speaker at Salisbury University’s 2015 Executive Leadership Series for The Franklin P. Perdue School of Business, as well as a commencement speaker at Pace University’s Graduate School.