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

Top Wealth Management Teams Best-In-State
2024 • 2023

Forbes

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

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™, 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® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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