
Gregory ShevlinGregory ShevlinExecutive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Gregory
Gregory Shevlin is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of The Tucker Shevlin Group, Greg develops deep relationships with clients and their families, becoming an essential member of their inner circle. He provides sustained leadership and guidance to a select group of individuals, families, and nonprofit organizations, helping them navigate the opportunities and challenges that can accompany substantial wealth. Clients from varied paths look to Greg for advice, including serial entrepreneurs, business owners, senior executives, multigenerational families, and endowments and foundations. To each of these relationships, Greg offers the acumen and perspective to help clients pursue their objectives with greater confidence, designing a clear pathway to their ambitions.
Within the team, Greg has particular depth in portfolio design and investment management. Drawing on more than 35 years of experience, he offers the judgment and technical insight to support clients in weathering diverse market conditions, relying on a disciplined investment methodology. Closely attuned to each client's circumstances, Greg offers a highly tailored approach that reflects a client's time horizons, cash-flow needs, tax circumstances, legacy intentions and liquidity parameters. He appreciates that successful clients can require a more sophisticated opportunity set and facilitates access to an expanded suite of capabilities.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Greg served as a Managing Director and Wealth Manager with First Republic Private Wealth Management. Earlier, he was a Senior Vice President and Investment Strategist at Wells Fargo Private Bank, where he worked for five years. Greg's experience also includes 25 years with J.P. Morgan, where he took on increasing responsibilities in asset management and private banking. He began his investment and wealth management career in 1991 and holds an M.B.A. and a B.B.A. from Hofstra University.
Originally from Long Island, Greg is proud to have put down roots in his home community with his wife, Nora, and their five children. Eager to give back, he has volunteered for many years as a youth soccer coach. In his free hours, Greg loves to spend time on the water or at the beach. He also likes to stay fit, either by working out or playing sports with his children. A music enthusiast, Greg can often be found at live music events.

Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now