Sean W. DonnellySean W. DonnellyVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Sean
Sean Donnelly is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Sean is the co-founder of The Donnelly Wealth Management Group, bringing a process-driven approach 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.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Sean is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and is subject to ongoing quantitative and qualitative review to assess each investment strategy. 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 financial planning specialist for many years, earning the Pacesetters Award for three consecutive years. Sean joined J.P. Morgan with his team to provide clients with the firm's worldclass platforms and industry reputation.
Sean, his wife, 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 and children with special needs.
Insights
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying 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 Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The 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 Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying 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 NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The 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 NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now