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 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

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying 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
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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