Shawn F. O'NeillShawn F. O'NeillManaging DirectorWealth Advisor
About Shawn
Shawn has been advising high-net-worth clients for over 25 years and focuses on creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth. His customized investment process will often include pretransaction strategy discussions, an asset allocation design, portfolio construction and ongoing dialogue. Shawn ensures that best practices in lending, asset purchase, tax, trust and estate planning, personal insurance and income generation are being adequately implemented and utilized. He strives to add value consistently across a relationship. Shawn leverages J.P. Morgan’s robust investment platform. He believes that true diversification continues to be one of the most impactful return-enhancing and riskreducing tools in an investor’s arsenal. This style of investing typically includes participation in some or all of the following investment categories: private credit, private opportunistic real estate, growth private equity, real assets and impact investing.All are dependent upon a client’s suitability. Shawn is also a believer in thorough and personalized attention to all areas critical to a family’s financial life—both in the present as well as for future generations. He believes in developing strong working relationships with a client’s other important trusted advisers—typically accountants, trust and estate attorneys, lenders and personal insurance coverage specialists. A graduate of Tufts University, Shawn earned a B.A. and is a 20-year member of the Tufts Alumni Admissions Program. He is currently involved in a number of notfor-profit and community organizations including The Bloedel Reserve, where he is a trustee, and the Bainbridge Island Junior Football Association, a youth tackle-and-flag football league where he is currently serving as president. Shawn is married with four children and in his spare time enjoys traveling internationally, cooking, playing guitar and coaching tackle football and basketball.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now