Shirley ChangShirley ChangVice PresidentBusiness Management Specialist
About Shirley
Shirley Chang is a Vice President with J.P. Morgan Wealth Management.
As an integral member of the O'Callaghan Thomas team, she provides leadership by designing and implementing strategies to execute the team's goals. Shirley's focus is on overseeing the day-to-day operations of the team and its premium service vision. Responsive and detail-oriented, she fosters an environment of excellence.
Shirley graduated from Stanford University with a Bachelor's Degree in Engineering. She earned an MBA in finance, Marketing, and Management through the Langone Program at NYU's Stern School of Business. With 23 years of experience in financial services, she began her career in 1998 at Montgomery Securities in Private Client Services covering middle-market institutions with equity research sales and trade execution. Shirley then moved to Lehman Brothers Private Investment Management group at Lehman Brothers, where she served as CFO and CAO of a team of 12 professionals for three years. She also specialized in managing corporate executives' equity based compensation, as well as implementing tax and estate planning strategies within client portfolios. Shirley was recruited with the O'Callaghan Thomas team to Morgan Stanley Private Wealth Management in 2008. She joined J.P. Morgan in 2017.
She holds FINRA Series 7, 65, and 63 securities licenses.
Insights
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August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now