Bill ShapiroBill ShapiroVice President, Investment Specialist
About Bill
Bill Shapiro is a Vice President and Investment Specialist at J.P. Morgan Wealth Management.
Bill works closely with clients, advisors, strategists, asset class leaders and investment product professionals to tailor strategies and build portfolios that align with clients' needs and goals. He assists clients with all facets of their investments, including portfolio construction, asset allocation, private investments, fund selection and implementation options.
Bill joined J.P. Morgan Wealth Management in 2024 after spending eight years at the J.P. Morgan Private Bank, working first as a Banker and then as a Business Manager for the Investments and Advice organization. As a Banker, Bill worked directly with clients, using his deep understanding of financial strategies to advise clients across investments, credit, long-term estate planning and wealth transfers. In his role as Business Manager, Bill represented the business in strategic initiatives including the rollout of the Private Bank's Insurance platform, a Series 65 licensing uplift, and enhancing monitoring and controls around overdrafts and commissions.
A graduate of NYU Stern School of Business, Bill holds an M.B.A. with concentrations in Finance and Strategy. He earned a B.A. in Economics from Carleton College. Bill also holds the FINRA Series 7, 63 and 65 securities licenses.
A Los Angeles resident, Bill is married and has three children. In his free time, he enjoys playing and watching sports, and spending time outdoors with his family.
Insights
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
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April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now