"To maximize wealth for both current and future generations, I believe that today’s high-net-worth clients—who exist in a world of increasing interconnectivity—are best served by taking a truly global approach in the stewardship of their financial affairs."
Shawn F. O'Neill

Shawn F. O'Neill

"To maximize wealth for both current and future generations, I believe that today’s high-net-worth clients—who exist in a world of increasing interconnectivity—are best served by taking a truly global approach in the stewardship of their financial affairs."
About 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.

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.

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