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Wealth planning
Receive a multigenerational wealth plan with personalized strategies and guidance.
Investing
Experience a holistic approach to investing, centered on your goals and priorities.
Lending
Unlock liquidity with a variety of customized lending products, strategies and solutions.
Banking
Access a variety of banking products and services tailored to your needs
Family wealth platform
Explore our platform of specialized services designed for ultra-high-net-worth clients.
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Join our team
See how we support our elite advisors
About Us
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"Values-Based, Modern Advisory & Asset Management for a Complex World"
The MTN Group
"Values-Based, Modern Advisory & Asset Management for a Complex World"
Meet Our Team
(214) 979-7525
(214) 979-7525
Brad.Thompson@jpmorgan.com
Connect with Us
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2024 • 2023
National Association of Plan Advisors (NAPA)
Top DC Advisor Teams
2021 • 2020
About The MTN Group
Welcome
The MTN Group builds fulfilling long-term client relationships with families and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. The team's values-based culture is the most frequently cited reason for their success helping clients navigate financial complexity and volatile capital markets. These values guide the team's strategic thinking, aid in making difficult decisions, and underpin the groups operating model. The group serves ultra-high and high-net-worth families, company founders, ERISA retirement plan sponsors, and not-for-profit public charities. Formed in 2005, The MTN Group has been affiliated with J.P. Morgan since 2009.
Engagement
Nurture fulfilling long-term client relationships, many of which span decades and generations. Our fiduciary responsibility, deeply held care for our client's personal and financial well-being, and commitment to transparency form the core of our approach to client relationships.
Range
Demonstrate depth and breadth across a wide spectrum of capital markets, financial and technical disciplines, and humanistic subjects. We use a weight-of-the-evidence approach for important decisions, investment or otherwise, and frequently engage in open debate to challenge and strengthen our thought processes.
Humility
We are proud of the history, tradition, and culture of J.P. Morgan and are fortunate to be able to use its resources to serve our clients. We acknowledge that a commitment to excellence does not equal perfection, and dedicate ourselves to driving meaningful improvements for clients while fostering a team culture of continuous improvement.
Family
We are deeply committed to our families and the communities we live in and serve. This commitment is made possible by the dedication of a talented work-family that supports one another in our personal endeavors by incorporating rigorous strategic planning, process resiliency, teamwork, and client service redundancy.
Portfolio Management
The MTN Group has 90 years of combined experience investing for high-net-worth families and institutions. Our team has collaborated as an investment management team for over 15 years. We manage flexible, tax-aware portfolios that combine active, passive, and hybrid strategies to build durable, efficient, and cost-conscious portfolios.
Our investment process utilizes a rigorous weight-of-the-evidence approach that accounts for fundamental, quantitative, and technical methodologies. We use personalized combinations of these strategies to create client-specific portfolio management programs. We are intermediate and long-term investors, avoid excessive turnover, and do not engage in speculative short-term trading. As your portfolio managers, we also serve as investment fiduciaries.
As part of a seamless transition to J.P. Morgan, new clients can expect a customized on-boarding plan developed in close consultation with our Portfolio Management team. The MTN on-boarding process has been refined through a decade of experience and accounts for idiosyncratic security risk, common factor risks, macroeconomic capital markets risks, tax consequences, and behavioral finance sensitivities. The MTN strategies are available exclusively to MTN clients at J.P. Morgan. All assets are held in separate accounts, with J.P. Morgan serving as custodian.
Meet Our Team
Bin Nguyen
Executive Director
Wealth Partner
phone(214) 979-7525
bin.nguyen@jpmorgan.com
View Profile
Brad Thompson
Managing Director
Wealth Partner
phone(214) 979-7846
brad.thompson@jpmorgan.com
View Profile
Mark W. McConnell III
Managing Director
Wealth Partner
phone(214) 979-7801
mark.mcconnell@jpmorgan.com
View Profile
Catherine T. Wright
Investment Associate
phone(214) 284-0667
catherine.h.wright@jpmorgan.com
View Profile
Daniel G. Johnson
Business Management Specialist
phone(214) 979-7995
daniel.g.johnson@jpmorgan.com
View Profile
The MTN Group – Specialists in Healthcare
Values-Based Modern Advisory & Asset Management for a Complex Industry The MTN Group builds long-lasting client relationships with healthcare providers and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters.
With decades of combined experience serving medical professionals and institutions, the MTN Group has the unique ability to serve healthcare clients with the personal attention of a small boutique and the strength and resources of J.P. Morgan
Connect with Us
Insights
Outlook
Sell-off struggle: Do bears have unfinished business?
January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook
July 2023 Fed Meeting: Interest Rate Hikes Resume
January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy
Quick shot: To hike or not to hike
January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Wealth Planning
How your money can make more…of you
January 9, 2024Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact.Read Now
Wealth Planning
10 actions to help you take charge of your personal finances
January 9, 2024There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Economy
Quick shot: Fed hikes despite banking turmoil
January 9, 2024Yesterday marked a year since the Fed’s tightening cycle began, and they pressed ahead.Read Now
Markets
Debt ceiling drama: What you need to know
January 9, 2024Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Investing
The case for alternative investments
January 9, 2024Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
Wealth Planning
Philanthropy trends today: 3 ways to supercharge your impact
January 9, 2024Giving strategies we’re seeing around the world might inspire you.Read Now
Outlook
Sell-off struggle: Do bears have unfinished business?
January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook
July 2023 Fed Meeting: Interest Rate Hikes Resume
January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy
Quick shot: To hike or not to hike
January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Wealth Planning
How your money can make more…of you
January 9, 2024Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact.Read Now
Wealth Planning
10 actions to help you take charge of your personal finances
January 9, 2024There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Economy
Quick shot: Fed hikes despite banking turmoil
January 9, 2024Yesterday marked a year since the Fed’s tightening cycle began, and they pressed ahead.Read Now
Markets
Debt ceiling drama: What you need to know
January 9, 2024Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Investing
The case for alternative investments
January 9, 2024Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
Wealth Planning
Philanthropy trends today: 3 ways to supercharge your impact
January 9, 2024Giving strategies we’re seeing around the world might inspire you.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(214) 979-7525
Connect with Us
Disclosures
Forbes/SHOOK Top Wealth Management Teams Best-In-State: (01/09/24, data as of 3/31/23); (1/12/23, data as of 3/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
National Association of Plan Advisors (NAPA) Top DC Advisor Teams: (03/22/22, data as of 12/31/21); (03/15/21, data as of 12/31/20). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced. Methodology here: jpmorgan.com/award-disclosures