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Doug SonnensheinDoug Sonnenshein, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
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Forbes
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.
Insights
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Eye on the Market: The lion in winter
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Insight 7: Develop a capable and committed rising generation
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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