Michael G. PodkulskiMichael G. Podkulski, CFP®
Managing Director
Wealth Partner

"I leverage the firm’s array of planning and money management resources to create asset allocation strategies and to implement customized investment strategies for my clients."

Awards and Industry Recognition

Forbes

America's Top Wealth Management Teams
2023
Top Wealth Advisors Best-In-State
2025 • 2024
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023

About Michael

Michael Podkulski is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Mike takes a planning-based approach to delivering investment advisory and ESOP guidance to his team's institutional and individual clients, many of whom have been with the group for decades. He combines process, discipline, and customer care to address clients' goals, making a point of maintaining regular contact and advising them on challenges and opportunities they deem essential.

As a CERTIFIED FINANCIAL PLANNER® professional, Mike begins each relationship with a clear understanding of goals, timeframes and risk parameters. He formulates asset allocation strategies and designs portfolios to help clients pursue their important aspirations. Whether planning for retirement or selling a business, he assists them in preparing for both likely and unforeseen circumstances.

Mike developed a passion for the securities markets by reading stock tables as a child, which led to beginning his financial services career at MBNA (now Bank of America) as a business and marketing analyst. He moved to Paine Webber (now UBS) to pursue investment management, where he worked with several of his current colleagues before the team joined J.P. Morgan in 2011.

A graduate of the University of Connecticut, Mike earned a B.S. in Finance and a B.A. in Political Science.

Mike lives in Atlanta and is committed to serving his community. In addition to donating platelets and volunteering at a homeless shelter, he coaches youth soccer, a sport he also plays. Mike also enjoys reading, spending time with family and friends, and traveling internationally.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
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