
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.

Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
