Colin O'DonnellColin O'DonnellSenior Client Associate
About Colin
Colin O'Donnell is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of the Holland Goodwyn Group, he provides problem solving and reporting support for high-net-worth individuals and families. Colin's responsibilities include addressing inquiries and executing trades. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Colin graduated from the University of Richmond with a B.S in Business Administration and a Concentration in Finance. He began his career in 2020 at Equitable Advisors before joining J.P. Morgan in 2021.
He holds FINRA Series 7, 66 and SIE securities licenses.
Colin is from Morristown NJ and now lives in New York City. Outside of work, he enjoys spending time with his family and friends, and has a passion for golf.
Insights
Cybersecurity
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Cybersecurity
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Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowCybersecurity
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowFamily Legacy
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
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September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowFamily Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowMarkets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowFamily Legacy
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September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
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