Doug SonnensheinDoug Sonnenshein, CFP®Managing DirectorWealth Partner
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About Doug
Doug Sonnershein is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
As a co-founder of SVDG Partners, Doug works closely with private business owners, C-suite executives, entrepreneurs and high-net-worth families, helping them navigate the investment and wealth management decisions that accompany significant and often complex wealth. He takes a highly personalized approach to each relationship, looking beyond individual investments to understand how a client's portfolio fits within a broader financial picture and the life it is intended to support.
Doug brings an analytical and research-driven perspective to the team. He is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Drawing on a background in securities analysis, manager selection, asset allocation and portfolio construction, Doug brings a seasoned investment perspective to his work with clients. His time at Lehman Brothers during the financial crisis of 2008–2009 continues to inform the way he thinks about markets, risk and long-term investing. Doug focuses on building disciplined portfolios designed to evolve as clients' circumstances change while remaining grounded in the strategy established for each relationship.
Doug and Annemarie von der Goltz established their wealth management practice in 2011 around a shared belief in highly personalized advice, rigorous thinking and disciplined execution. Their different professional backgrounds bring complementary perspectives to the work they do together, allowing them to challenge assumptions and examine important decisions from multiple angles. Doug also maintains a strong focus on financial research, bringing current market developments and longer-term historical perspective to the team's investment discussions.
Doug joined J.P. Morgan in 2016. Previously, he was a Relationship Manager with Credit Suisse Private Bank in New York, where he worked with affluent clients across their wealth management needs. He began his career as a Consultant at Accenture before becoming an Analyst, first at Lehman Brothers Private Investment Management and later at Morgan Stanley Private Wealth Management.
A native of New York City, Doug graduated with a B.A. from Union College and earned an M.B.A. from New York University's Stern School of Business. He is a CERTIFIED FINANCIAL PLANNER® professional.
Doug and his wife, Blake, live in Manhattan with their two children. Outside of the office, he is an avid reader of financial-market topics, enjoys working on his golf game and aims to begin his day on his Peloton bike followed by an iced coffee, regardless of the temperature outside. A graduate of Columbia Grammar and Preparatory School, Doug remains active with both his high school and college alumni associations.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Portfolio manager: J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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