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
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowProviding for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now