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Shawn DevaneyShawn Devaney, CRPC®Investment Associate
About Shawn
Shawn Devaney is an Investment Associate at J.P. Morgan Wealth Management.
Shawn brings clients two decades of extensive portfolio management experience and a deep commitment to act as a responsible steward of their investments. Before joining J.P. Morgan with his colleagues in 2023, he held investment advisory roles at First Republic, Merrill Lynch, UBS (where he spent ten years), and Morgan Stanley (where he launched his career).
Shawn's responsibilities include researching investment strategies, deciding on asset allocation, managing portfolio construction, analyzing portfolio performance, and executing trades.
Recognizing that each client is distinct in their attitudes toward wealth and its purpose, Shawn is diligent in customizing each portfolio to reflect both short-term and long-term objectives. He feels good knowing that his efforts help clients enjoy tangible, real-world results and do the things they want for themselves and others.
Shawn holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and a B.A. from Johnson & Wales University. Upon graduation, he spent 15 years in the hospitality business and 13 years serving his country as a Search-and-Rescue Coxswain in the U.S. Coast Guard and as an M.P. Officer in the U.S. Army.
Shawn and his wife, Tara Cahalane, make their home in Northbridge, Massachusetts with their four children and standard poodle. High energy inside and outside the office, Shawn is a hiking and kayaking enthusiast.
Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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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![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
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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![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
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Insight 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 Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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What’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 Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
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