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

Insights

Wealth Planning

Planning with family entities

November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Markets

The impact of holding a concentrated stock position

November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Wealth Planning

Custodial accounts

November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.