Shawn DevaneyShawn Devaney, CRPC®Investment Associate
About Shawn
Shawn Devaney is an Investment Associate at J.P. Morgan Wealth Management.
Shawn brings clients two decades of extensive portfolio management experience and a deep commitment to act as a responsible steward of their investments. Before joining J.P. Morgan with his colleagues in 2023, he held investment advisory roles at First Republic, Merrill Lynch, UBS (where he spent ten years), and Morgan Stanley (where he launched his career).
Shawn's responsibilities include researching investment strategies, deciding on asset allocation, managing portfolio construction, analyzing portfolio performance, and executing trades.
Recognizing that each client is distinct in their attitudes toward wealth and its purpose, Shawn is diligent in customizing each portfolio to reflect both short-term and long-term objectives. He feels good knowing that his efforts help clients enjoy tangible, real-world results and do the things they want for themselves and others.
Shawn holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and a B.A. from Johnson & Wales University. Upon graduation, he spent 15 years in the hospitality business and 13 years serving his country as a Search-and-Rescue Coxswain in the U.S. Coast Guard and as an M.P. Officer in the U.S. Army.
Shawn and his wife, Tara Cahalane, make their home in Northbridge, Massachusetts with their four children and standard poodle. High energy inside and outside the office, Shawn is a hiking and kayaking enthusiast.
Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Emerging markets may offer more than meets the eye – selectivity matters
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
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March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There 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 NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now