Bill ShapiroBill ShapiroVice PresidentRelationship Manager
About Bill
Bill Shapiro is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Bill works closely with a select group of individuals and families— including founders, entrepreneurs, and corporate executives—to help bring clarity and intention to their investment decisions.
He brings a thoughtful, big-picture perspective to portfolio strategy, balancing long-term growth with near-term liquidity needs. Bill advises clients on their asset allocation and overall portfolio direction, with an emphasis on tax-aware1 , cost-efficient design. He draws on the global resources and thought leadership of J.P. Morgan to inform investment strategy and provide perspective in ever-changing market environments. His experience spans public and private markets, including equities, fixed income, and alternative investments.
What distinguishes Bill is not only his technical experience, but how he applies it. He approaches each relationship with care, perspective, and a deep understanding that investment decisions are rarely made in isolation—they are connected to a family’s broader goals, responsibilities, and long-term vision. He is known for his calm, steady presence, his ability to anticipate needs before they arise, and his clear, thoughtful communication.
As part of Kasandra Schindler’s team, Bill is an integral part of the investment dialogue—helping ensure that each client’s strategy is thoughtfully designed and fully aligned with the broader planning, tax, and legacy considerations that define their wealth.
Before joining Kasandra Schindler, Bill was part of J.P. Morgan Wealth Management’s Investment & Advice group, where he served as a trusted resource to advisors across Southern California and Texas. In that role, he provided guidance on portfolio construction and investment strategy across a wide range of complex client situations.
Bill holds an M.B.A. from NYU Stern School of Business, with concentrations in Finance and Strategy, and earned his B.A. in Economics from Carleton College. He holds FINRA Series 7, 63, and 65 licenses.
Based in Los Angeles, Bill is married with three children. Outside of work, he enjoys spending time with his family, reading, and playing and watching sports.
1JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
Insights
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now