Paul Donlon

Paul Donlon is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.2 He serves as a Portfolio Manager in the firm's Portfolio Manager Program, actively managing clients' portfolios with a focus on all-cap equity strategy.2 With over 30 years of experience in the financial services industry, Paul specializes in several key areas:

1. Equity and fixed income management
2. Alternative assets evaluation, including private equity
3. Corporate and executive services (e.g., corporate cash, 401(k) plans, stock buybacks)
4. Lending and banking services
5. Trust and estate planning

Paul joined J.P. Morgan in 2009 after spending 11 years as a Director at Credit Suisse.2 He holds a B.A. in Business Administration and Management from the University of Puget Sound and completed the Executive Program at the University of California Berkeley Haas School of Business in 2004.2

Based in San Francisco, Paul can be contacted at:

• Phone: (415) 772-3049
• Email: paul.donlon@jpmorgan.com1