Sean W. DonnellySean W. DonnellyVice PresidentWealth Advisor
About Sean
Sean Donnelly is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. Sean is the co-founder of The Donnelly Wealth Management Group, bringing a process-driven approach to actively invest assets on behalf of individual clients. He blends a big picture approach with attention to the fine details of each relationship to add value across the financial picture.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Sean is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and is subject to ongoing quantitative and qualitative review to assess each investment strategy. In addition, he is an integral member of the team's investment committee, delivering strong capabilities in investment management, asset allocation analysis, fixed income, equity research and trade execution.
Sean is a native of New Jersey, where he played lacrosse and hockey at the Delbarton School. His life motto—if you get cut down, grow back stronger— is inspired by this strong foundation. He earned a B.A. in Economics with a minor in entrepreneurial studies at Hobart and William Smith Colleges, where he continued his lacrosse career as a Division 1 athlete.
Drawn to financial services as a way to help families make the best use of their assets, Sean's strengths include an insightful understanding of the sophisticated requirements of wealth. Most recently, he was with Morgan Stanley, where he was portfolio manager and financial planning specialist for many years, earning the Pacesetters Award for three consecutive years. Sean joined J.P. Morgan with his team to provide clients with the firm's worldclass platforms and industry reputation.
Sean, his wife, their dog and two cats live in Basking Ridge, NJ, where he indulges his love of golf. He has a family foundation that concentrates on providing grants to schools and hospitals in support of children and children with special needs.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
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
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
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
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
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
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
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
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
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 NowInsight 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 NowInsight 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 NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’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 NowInsight 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 NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now