Doug SonnensheinDoug Sonnenshein, CFP®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Doug
Doug Sonnenshein is a Managing Director and Wealth Partner 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 at 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 PLANNER® 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now