Shannon Marshall is a Vice President and Investment Specialist for JP Morgan. She is responsible for developing and managing relationships with affluent clients and their families, addressing their investment, banking and planning needs. She works closely with her clients and their external advisors to provide thoughtful investment and wealth management solutions within the context of each other’s overall objectives, including retirement, estate planning and philanthropic needs. Prior to J.P. Morgan, Ms. Marshall worked as a Private Wealth Advisor at Bernstein Global Wealth Management Group based in New York City, providing financial planning, investment and wealth management solutions. Originally from Australia, Ms. Marshall previously worked extensively in the international wine industry.