Greg OnkenGreg Onken, AIF®
Managing Director
Wealth Partner

"As a seasoned investment professional, I pride myself on my ability to provide guidance and wisdom to help clients as they make decisions during various market cycles."

Awards and Industry Recognition

Forbes

America’s Top Wealth Management Teams
2023 • 2022
America's Top Wealth Advisors
2024 • 2023 • 2022 • 2021 • 2020
Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

Barron's

Top 250 Private Wealth Management Teams
2024
Top 1,200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

About Greg

Greg Onken is a Managing Director, Wealth Partner, and Portfolio Manager with J.P. Morgan Wealth Management.

He is the founder of the OCB Group, a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families, and foundations. The insights Greg has amassed over his 40+ years in the industry guide him as he provides clients with bespoke strategies. This approach integrates asset purchases, income streams, lending and tax considerations in order to help create investment plans suited to clients' needs with the unique flexibility to change as their priorities evolve.

As a seasoned investment professional, Greg prides himself on his ability to provide guidance and wisdom to help clients as they make decisions during various market cycles. He also serves on the OCB Group's Investment Committee, helping build customized portfolios for clients.

Greg began his financial services career in 1983 at J.P. Morgan predecessor firm Bear Stearns as an Associate in the Institutional Fixed Income Department. He then moved to Wertheim Schroeder's Private Investment Division. He became a Partner and served as Director of the Private Client Group at SG Cowen Securities. Greg rejoined Bear Stearns in 1999 and subsequently transitioned into his current position at the firm. As a graduate of the University of California, Los Angeles, Greg earned a B.A. in History and Business. A California native, Greg is married with three daughters, and is actively involved in various charities, educational organizations, and public policy initiatives.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Markets

Putting this week's events into context

October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Wealth Planning

Preparing for transition: An exercise for business owners

October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.