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
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
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July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowProtect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now