Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2022

About Doug

Doug Sonnenshein joined J.P. Morgan in 2016. Prior to that, he was a Relationship Manager with Credit Suisse, advising clients on investments and wealth management strategies. Doug began his career as a Consultant at Accenture, continuing on to work at Lehman Brothers Private Investment Management and Morgan Stanley Private Wealth Management.

Doug grew up in New York City, where he attended Columbia Grammar and Preparatory School. He graduated with a B.A. from Union College in Schenectady, New York, and earned his M.B.A. from NYU's Stern School of Business.

Doug and his wife, Blake, live with their two children in Manhattan. Doug enjoys discovering new restaurants and is a keen reader on topics involving financial markets. He is active with his alumni associations and passionate about improving his golf game.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.