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

Markets

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
Outlook

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
Wealth Planning

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
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