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
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
What will you do if you suddenly become rich?
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J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowCommunicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowAI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowFundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowA loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now