Shawn F. O'NeillShawn F. O'NeillManaging DirectorWealth Advisor
About Shawn
Shawn O'Neill is a Managing Director, Wealth Advisor and Portfolio Manager1 with J.P. Morgan Wealth Management.
Shawn has been advising high-net-worth clients for more than 25 years, creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth. He believes in paying thorough and personalized attention to all areas critical to a family's financial life—both in the present and for future generations. Shawn develops strong working relationships with a client's other important trusted advisers, including accountants, trust and estate attorneys, lenders and personal insurance coverage specialists.
Before joining J.P. Morgan, Shawn spent nearly nine years with RBC Wealth Management and a decade with Alex. Brown & Sons/Deutsche Bank, the nation's first investment bank, renowned for pioneering wealth solutions for affluent individuals. He began his career as an advisor at Lehman Brothers.
Shawn's strengths encompass investment management, portfolio strategies, holistic wealth planning and developing insights into the sophisticated needs of wealthy clients. His tenure at J.P. Morgan affords him deep connections across the firm, and he enjoys networking with like-minded individuals to share innovative ideas.
A graduate of Tufts University, Shawn earned a B.A. in International Relations and is a 20-year member of the Tufts Alumni Admissions Program. He is currently involved in a number of not-for-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 serves as president.
Shawn is married, has four children and in his spare time, enjoys international travel, cooking, playing guitar and coaching tackle football and basketball.
Insights
How AI can boost productivity and jump start growth
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now