Stephen O’ReillyStephen O’Reilly, CFA®Executive DirectorWealth Advisor
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About Stephen
Stephen O'Reilly, CFA, is an Executive Director and a Wealth Advisor with J.P. Morgan Wealth Management.
He and his team of investment professionals create and manage a variety of investment portfolio strategies for a wide range of investors, from wealthy individuals and business owners to institutions, corporate pension funds and labor unions.
Stephen is among a select group at advisors at J.P. Morgan who are qualified to manage discretionary client portfolios. He also holds the Chartered Financial Analyst® designation (CFA), one of the most respected credentials in Finance. Stephen offers a balanced and consistent approach to servicing his clients and takes the time to learn the issues that resonate with them. He applies a resolute dedication to every decision and interaction, striving to maintain the highest level of integrity and personalized service.
Stephen graduated from the McIntire School of Commerce at the University of Virginia. He began his career as a Financial Advisor at Shearson Lehman in 1984, and was a Director and Portfolio Manager at Oppenheimer & Co. for 10 years. Stephen joined Legg Mason in 1998 and then Bear Stearns in 2005, the latter acquired by J.P. Morgan in 2008.
Stephen's active community involvement reflects his leadership skills. He is President of the North Shore Pops Concert Band of Long Island, where he performs as First Clarinet. Stephen also serves as the Regatta Chairman at the Huntington Yacht Club, where he is Program Director for the HYC Junior Sailing Team, which promotes sailing and racing training for local youths. He and his wife, Vivian, enjoy sailing and racing their boat in the Huntington area, where they raised two wonderful children.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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Why cash flow forecasting and succession planning matter
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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
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
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’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
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
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now