Paul Donlon is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management and a Portfolio Manager in the firm's Portfolio Manager Program. He actively manages his clients' portfolios, applying the breadth of J.P. Morgan's leading platform to his all-cap, 100% equity strategy. To qualify as a Portfolio Manager, Paul 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 focus, including fixed income. Paul evaluates each client's unique 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. The corporate services include corporate cash, 401(k) plans, stock buybacks, stock options and restricted stock. These services often lead him to offer executive services, such as lending and banking, restricted stock strategies, liquidation of positions, optimization of stock options, and trust and estate work.
Paul has 30 years of experience in the financial services industry. Prior to joining the firm in 2009, he spent 11 years as a Director at Credit Suisse. Before that, he was a Financial Advisor with Morgan Stanley's Private Client Services team for six years. Prior to that, he spent five years with 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 with his wife and their three children. He enjoys spending his free time with his family and getting involved with his children's athletic activities.