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
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now