William OlesonWilliam OlesonExecutive DirectorWealth Advisor
About William
Bill Oleson is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a founder of The Fishman Oleson Group, Bill works closely with high-net-worth individuals and families, corporate executives and other sophisticated clients to deliver portfolios tailored to their needs, risk profiles, time horizons and tax considerations. He offers a comprehensive suite of wealth planning services and specialist resources that extend far beyond investment management to care for the entirety of each individual's financial life—banking, lending, trust and estate planning and more. He takes a long-term approach, bringing prudent insight to help balance growth and income opportunities while striving to protect the downside.
Bill 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.
Throughout a nearly two-decade career with J.P. Morgan and its predecessor firms, Bill has been committed to serving as an experienced sounding board, evaluating the big picture to address the challenges of significant wealth and guide clients through complex financial decision-making. He is known for his ability to solve problems, leveraging J.P. Morgan's best assets and ideas, including traditional investments, private equity, hedge funds, internal and external money managers and the firm's award-winning research.1 His strength can be found in the attention he pays to each individual as he builds multigenerational relationships upon a foundation of continuity and trust.
Bill graduated from Brown University with a B.A. in History, where he was captain of the university golf team. He and his wife, Helen, live in Larchmont, New York, with their two young sons. When he is not working, Bill enjoys coaching youth baseball, playing golf, running and spending time with his family. Together, they like to hike, travel and stay active.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
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April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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