About Shari

Shari Mason is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The GGC Group, Shari provides operational support. Her responsibilities include equity trading, syndicate transactions and restricted stock transactions. She is also a commissioned Notary Public for the State of New York.

Shari graduated from the University of Rhode Island with a B.S. in Communicative Disorders. With 29 years of experience in financial services, she began her career in 1995 at Merrill Lynch, and joined J.P. Morgan Wealth Management in 2020.

Markets

Past, present, future: Here’s where we stand

November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
Markets

The impact of holding a concentrated stock position

November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Wealth Planning

Planning with family entities

November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now