Sean LyonSean LyonClient Associate
About Sean
Sean Lyon is a Client Associate at J.P. Morgan Wealth Management.
Sean provides implementation and operational support for high-net-worth families, endowments and foundations. Sean's responsibilities include ad hoc client requests and coordinating the operational aspects of the team. He serves as a dedicated resource for all client concerns.
Sean graduated from the University of Richmond with a B.S. in Finance. He has five years of experience in financial services and began his career in 2019 at Janney Montgomery Scott as a Client Associate.
Sean lives on the Upper West Side of NYC. Outside of work, he enjoys running and playing volleyball in Central Park, watching European soccer, and spending time at the Jersey Shore.
Insights
Family Legacy
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Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
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Wealth Planning
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Family Legacy
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Markets and Economy
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Wealth Planning
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Family Legacy
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6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowFamily Legacy
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowMarkets and Economy
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowWealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowRetirement
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowFamily Legacy
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
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