Liam McLane

Liam McLane: Email & Phone Number

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Wealth Management Client Associate at J.P. Morgan|Rye, New York, United States

Position:

Wealth Management Client Associate at J.P. Morgan

Location:

Rye, New York, United States

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Last updated: 2026-06-26
Updated: 2026-06-26

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Work Experience 4 years

Wealth Management Client Associate at J.P. Morgan

Sep 2025 - Current

Private Equity Summer Analyst at Brown Brothers Harriman

Jun 2024 - Jul 2024

Private Placement Summer Intern at General Wellington Capital, LLC

Jun 2023 - Aug 2023

Research and Compliance Intern at Compusec, Inc.

Jun 2022 - Aug 2022

Liam McLane started working in 2022, then the employee has changed 3 companies and 3 jobs. On average, Liam McLane works for one company for 4 months.

Their professional focus is Client Coverage, Communication, and Data Analysis across 3 core areas.

Liam holds Series 66 - Uniform Combined State Law Examination, General Securities Representative Qualification Exam (Series 7), and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Arts - BA at Duke University

The Taft School

Rye Country Day School

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