Gregory ShevlinGregory ShevlinExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Gregory
Gregory Shevlin is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of The Tucker Shevlin Group, Greg develops deep relationships with clients and their families, becoming an essential member of their inner circle. He provides sustained leadership and guidance to a select group of individuals, families, and nonprofit organizations, helping them navigate the opportunities and challenges that can accompany substantial wealth. Clients from varied paths look to Greg for advice, including serial entrepreneurs, business owners, senior executives, multigenerational families, and endowments and foundations. To each of these relationships, Greg offers the acumen and perspective to help clients pursue their objectives with greater confidence, designing a clear pathway to their ambitions.
Within the team, Greg has particular depth in portfolio design and investment management. Drawing on more than 35 years of experience, he offers the judgment and technical insight to support clients in weathering diverse market conditions, relying on a disciplined investment methodology. Closely attuned to each client's circumstances, Greg offers a highly tailored approach that reflects a client's time horizons, cash-flow needs, tax circumstances, legacy intentions and liquidity parameters. He appreciates that successful clients can require a more sophisticated opportunity set and facilitates access to an expanded suite of capabilities.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Greg served as a Managing Director and Wealth Manager with First Republic Private Wealth Management. Earlier, he was a Senior Vice President and Investment Strategist at Wells Fargo Private Bank, where he worked for five years. Greg's experience also includes 25 years with J.P. Morgan, where he took on increasing responsibilities in asset management and private banking. He began his investment and wealth management career in 1991 and holds an M.B.A. and a B.B.A. from Hofstra University.
Originally from Long Island, Greg is proud to have put down roots in his home community with his wife, Nora, and their five children. Eager to give back, he has volunteered for many years as a youth soccer coach. In his free hours, Greg loves to spend time on the water or at the beach. He also likes to stay fit, either by working out or playing sports with his children. A music enthusiast, Greg can often be found at live music events.
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April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
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
April 2, 2026After 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 NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
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 Now