Paul Donlon

"I actively manage my clients’ portfolios, applying the breadth of J.P. Morgan’s leading platform."
About Paul Donlon

Offering tailored portfolio management to make the most of your financial legacy.

No matter what your financial goals are, it is important to have a wealth management plan to help you achieve them.

Seasoned investment experience

I create strategies designed to help address your specific needs, whether you seek professional portfolio management, a strategic investment approach or a broader range of wealth management services. I actively manage my clients' portfolios, applying the breadth of J.P. Morgan's industry- leading platform.

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Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
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