Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2022
Top Wealth Management Teams Best-In-State
2024

About Doug

Doug Sonnenshein is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. Doug is a founding member of SVDG Partners, whose mission is to protect, grow and transfer clients' wealth. He delivers investment and wealth management services to a range of successful clients, including private business owners, C-suite executives, entrepreneurs and high-net-worth families.

Doug is mindful that no two clients' situations are alike, and ensures that the goals and needs of each individual are reflected in their portfolios. He had a front-row view of the financial crisis of 2008–2009 while at Lehman Brothers and draws from this experience in his investment approach and his client relationships. Doug's analytical background has afforded him significant facility in portfolio construction and asset allocation via securities analysis and manager selection. He taps his insightful knowledge of past and present market environments to develop critical strategies for intelligently deploying assets over time.

In 2011, Doug and his business partner, Annemarie von der Goltz, established their wealth management practice to realize their contemporary vision for how wealth management should be experienced and delivered. He keeps his fingers on the pulse of financial research and has made this a cornerstone of the team's practice, delivering investment strategies in tune with market opportunities and current events.

Doug has been with J.P. Morgan since 2016 and relishes the challenge and diversity that accompanies a career as a Wealth Advisor. Previously, he was a Relationship Manager with the Credit Suisse Private Bank in New York, where he addressed the wealth management requirements of affluent clients. Doug began his career as a Consultant at Accenture, and then was an Analyst on a large team, first at Lehman Brothers Private Investment Management and then at Morgan Stanley Private Wealth Management.

A native of New York City, Doug attended Columbia Grammar and Preparatory School, where he remains an active alumnus. He graduated with a B.A. from Union College in Schenectady, New York and earned his M.B.A. from NYU's Stern School of Business. Doug holds the CERTIFIED FINANCIAL PLANNERTM designation, one of the most respected wealth management certifications in the industry.

Doug and his wife, Blake, live with their two children in Manhattan. He enjoys discovering the many "firsts" that go hand-in-hand with parenthood and watching his children grow, learn and laugh. Doug is a keen reader on topics involving financial markets and aims to begin his day on his Peloton bike followed with an iced coffee, regardless of the temperature outside. He is active with his alumni associations and passionate about improving his golf game.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

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