Shawn F. O'Neill
Today's most sophisticated consumers of high-end financial advice demand competence, transparency and trustworthiness from their wealth management engagements. They seek direct access to comprehensive, integrated, cutting-edge, global platforms and best-in-class products and investment opportunities across the entirety of their financial needs. In my 12 years as a Managing Director at J.P. Morgan, I have built strong relationships and partnerships with internal teams at the firm to deliver this premium and high-touch service so that clients can make the most of their assets.
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My goal is to help add value consistently across the scope of each client relationship and create tailored investment strategies aligned with their goals. My tailored process will often include pre-transaction strategy discussions—sale of a business, 10b5-1 plans and more—asset allocation design, portfolio construction, ongoing monitoring, and client-advisor dialogue. I ensure that best practices are implemented and utilized in lending, asset purchase, tax, trust and estate planning, personal insurance and income generation.
I believe that bona fide diversification continues to be one of the most impactful return-enhancing and risk-reducing tools in an investor's arsenal. This investing style typically includes participation in some or all of the following investment categories, all areas in which J.P. Morgan carries a commanding presence in the marketplace:
- Private credit
- Private real estate
- Growth private equity
- Real assets
- Impact investing
J.P. Morgan has built stalwart, multiyear relationships with many of the world's top private equity, real estate, venture capital and hedge fund firms. This translates into superior market intelligence that leads to best-in-class investment opportunities, a number of which are proprietary.
Whatever a client's aspirations may be, my strength lies in bringing a holistic approach to serve their needs. I am proud to be backed by one of the world's most highly-recognizable banks in designing an investment path forward to meet these important objectives.
25+ years creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth.
Meet Our Team
Specialist Resources
Insights
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now