About Paul

Paul Donlon is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

As a Portfolio Manager in the firm's Portfolio Manager Program, Paul actively manages his clients' portfolios, applying the breadth of J.P. Morgan's robust platform to his all-cap, equity strategy. To qualify as a Portfolio Manager, he has undergone a screening process and is subject to periodic review on a qualitative and quantitative basis.

In addition to equities, Paul has several other key areas of concentration, including fixed income. He evaluates each client's distinct needs and, when appropriate, will consider alternative assets, such as private equity, as a potential part of a client's asset allocation. Paul also focuses on providing corporate and executive services, including corporate cash, 401(k) plans, stock buybacks, stock options and restricted stock. These services often lead him to offer lending and banking, restricted stock strategies, liquidation of positions, optimization of stock options, and trust and estate planning.

Paul has over 30 years of experience in the financial services industry. Prior to joining J.P. Morgan in 2009, he spent 11 years as a Director at Credit Suisse. Earlier in his career, Paul held roles with Morgan Stanley's Private Client Services team and Hambrecht & Quist's high-net-worth group. He began his career working as an assistant on Merrill Lynch's institutional equity sales team before moving into its retail business.

Paul received a B.A. in Business Administration and Management from the University of Puget Sound. He completed the Executive Program at the University of California Berkeley Haas School of Business in 2004. Paul lives in San Francisco and enjoys spending his free time with his family.

Insights

Outlook

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