Wealth Advisor
Current
2023 - Present
~3 yrs 5 mos
AeroLeads people directory · profile
Shawn Doherty Email & Phone Number
Wealth Advisor
at
J.P. Morgan
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
New York, New York, United States
Company size
Who is Shawn Doherty? Overview
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Quick answer
Shawn Doherty is listed as Wealth Advisor at J.P. Morgan, a company with 59438 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Shawn Doherty.
Shawn Doherty previously worked as Managing Director at Citi and Managing Director at Hsbc. Shawn Doherty holds Master Of Business Administration - Mba from Fordham Gabelli School Of Business.
Company email context
Email format at J.P. Morgan
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J.P. Morgan
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Profile bio
About Shawn Doherty
As a Wealth Advisor with the Amato-Waldbauer Group at JP Morgan, and with over 30 years of experience in the financial services industry, Shawn works with business owners, corporate executives and high-net-worth families to navigate the complexities of managing wealth, achieve their financial goals, and secure their financial future. Specializing in asset management, retirement planning, trust and estate strategies, mortgages and lending. He understands his clients' financial objectives, risk tolerance, and time horizon and then develops a comprehensive financial plan tailored to their specific needs. Shawn is committed to building long term relationships based on trust, integrity, and confidentiality.https://wealthpartners.jpmorgan.com/new-york/the-amato-waldbauer-group
Current workplace
Shawn Doherty's current company
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J.P. Morgan
4 roles · 29 years
Shawn Doherty work experience
A career timeline built from the work history available for this profile.
Managing Director
2010 - 2021
~11 yrs
Managing Director
2000 - 2010
~10 yrs
Managing Director
1997 - 2000
~3 yrs
Team & coworkers
Colleagues at J.P. Morgan
Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →
MC
Mike Cassidy
Colleague at J.P. MorganColumbus, Ohio, United States, United States
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ST
Seema Tiwari
Colleague at J.P. MorganBerasia, Madhya Pradesh, India, India
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HL
Helen Li
Colleague at J.P. MorganNew York, New York, United States, United States
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JK
Joungwoo Kevin Park
Colleague at J.P. MorganSeoul Incheon Metropolitan Area, Korea, Republic Of
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WL
Willie Lee
Colleague at J.P. MorganDetroit, Michigan, United States, United States
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GG
Gods Gift
Colleague at J.P. MorganLithonia, Georgia, United States, United States
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RP
Ranjit Prajapati
Colleague at J.P. MorganMumbai, Maharashtra, India, India
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CK
Colin Koch
Colleague at J.P. MorganBoston, Massachusetts, United States, United States
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MF
Marie-Christine Fuchs
Colleague at J.P. MorganGeneva, Geneva, Switzerland, Switzerland
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NP
Nik Petrika
Colleague at J.P. MorganNew York, New York, United States, United States
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Mike Cassidy
Colleague at J.P. MorganColumbus, Ohio, United States, United States
View →
ST
Seema Tiwari
Colleague at J.P. MorganBerasia, Madhya Pradesh, India, India
View →
HL
Helen Li
Colleague at J.P. MorganNew York, New York, United States, United States
View →
JK
Joungwoo Kevin Park
Colleague at J.P. MorganSeoul Incheon Metropolitan Area, Korea, Republic Of
View →
WL
Willie Lee
Colleague at J.P. MorganDetroit, Michigan, United States, United States
View →
GG
Gods Gift
Colleague at J.P. MorganLithonia, Georgia, United States, United States
View →
RP
Ranjit Prajapati
Colleague at J.P. MorganMumbai, Maharashtra, India, India
View →
CK
Colin Koch
Colleague at J.P. MorganBoston, Massachusetts, United States, United States
View →
MF
Marie-Christine Fuchs
Colleague at J.P. MorganGeneva, Geneva, Switzerland, Switzerland
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NP
Nik Petrika
Colleague at J.P. MorganNew York, New York, United States, United States
View →
2 education records
Shawn Doherty education
Master Of Business Administration - Mba
Bachelor Of Science - Bs
FAQ
Frequently asked questions about Shawn Doherty
Quick answers generated from the profile data available on this page.
What company does Shawn Doherty work for?
Shawn Doherty works for J.P. Morgan.
What is Shawn Doherty's role at J.P. Morgan?
Shawn Doherty is listed as Wealth Advisor at J.P. Morgan.
Where is Shawn Doherty based?
Shawn Doherty is based in New York, New York, United States while working with J.P. Morgan.
What companies has Shawn Doherty worked for?
Shawn Doherty has worked for J.P. Morgan, Citi, Hsbc, and Bny Mellon.
Who are Shawn Doherty's colleagues at J.P. Morgan?
Shawn Doherty's colleagues at J.P. Morgan include Mike Cassidy, Seema Tiwari, Helen Li, Joungwoo Kevin Park, and Willie Lee.
How can I contact Shawn Doherty?
You can use AeroLeads to view verified contact signals for Shawn Doherty at J.P. Morgan, including work email, phone, and LinkedIn data when available.
What schools did Shawn Doherty attend?
Shawn Doherty holds Master Of Business Administration - Mba from Fordham Gabelli School Of Business.
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