Sean W. DonnellySean W. DonnellyVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes | Shook
About Sean
Sean Donnelly is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Sean is the co-founder of The Donnelly Wealth Management Group, bringing a process-driven style to actively invest assets on behalf of individual clients. He blends a big picture approach with attention to the fine details of each relationship to add value across the financial picture.
Sean is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. In addition, he is an integral member of the team’s investment committee, delivering strong capabilities in investment management, asset allocation analysis, fixed income, equity research and trade execution.
Sean is a native of New Jersey, where he played lacrosse and hockey at the Delbarton School. His life motto—if you get cut down, grow back stronger—is inspired by this strong foundation. He earned a B.A. in Economics with a minor in entrepreneurial studies at Hobart and William Smith Colleges, where he continued his lacrosse career as a Division 1 athlete.
Drawn to financial services as a way to help families make the best use of their assets, Sean’s strengths include an insightful understanding of the sophisticated requirements of wealth. Most recently, he was with Morgan Stanley, where he was portfolio manager and wealth planning specialist, earning the Pacesetters Award for three consecutive years. Sean joined J.P. Morgan with his team to provide clients with the firm’s world-class platforms and industry reputation.
Sean, his wife, kids, their dog and two cats live in Basking Ridge, NJ, where he indulges his love of golf. He has a family foundation that concentrates on providing grants to schools and hospitals in support of children with special needs.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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