Paul DonlonPaul DonlonExecutive DirectorWealth Advisor
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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now