Shirley ChangShirley ChangExecutive DirectorBusiness Management Specialist
About Shirley
Shirley Chang is an Executive Director and Business Management Specialist at 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 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
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August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
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