Sean W. DonnellySean W. DonnellyVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
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
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A 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
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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 NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A 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 NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As 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