
Shawn DohertyShawn DohertyWealth Advisor
About Shawn
Shawn Doherty is a Wealth Advisor at J.P. Morgan Wealth Management.
Shawn is an important member of The Amato-Waldbauer Group, delivering seasoned guidance to high- and ultra-high-net-worth individuals, families and business owners. He has gained a reputation for his trustworthy nature, hard work and dedication to his craft.
Drawing on more than three decades of experience addressing global central banks' reserve needs, Shawn brings his institutional-caliber background to inform strategies for personal wealth management, disseminating economic and market perspectives. He offers an array of planning services to help clients preserve capital, generate income, and pursue their growth expectations. His background in fixed income, coupled with a history of navigating multiple market cycles, gives him a valuable perspective to help clients target their objectives.
Shawn began his career at UBS and assumed similar roles at major banking institutions, including HSBC and Citibank, before joining J.P. Morgan. He leans on the firm's reputation as an industry icon with a fortress balance sheet and award-winning research. Throughout his years of assisting central banks and other sophisticated financial institutions, he has built a reputation for delivering unparalleled customer service and timely financial guidance.
A graduate of Saint Peter's University, Shawn earned a B.S. in Management/Marketing. He holds an M.B.A. in Finance from the Fordham University Gabelli School of Business.
Shawn lives in New Jersey, where he has launched four adult children, and spends summers in Spring Lake on the New Jersey Shore. In his free time, he is an avid skier who also enjoys tennis, paddle and playing golf.

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Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
War and peace: What to know about global security
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Custodial accounts
February 20, 2025When saving money for children, be careful to steer clear of unintended outcomes.Read Now
What are my options to save for my children’s education?
February 20, 2025Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
Beyond the Fed: Where to focus now
February 14, 2025With the Federal Reserve likely on pause, here’s where investors can put their focus.Read Now