
Michael G. PodkulskiMichael G. Podkulski, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition



Forbes
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

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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
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Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
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November 6, 2025Concentrated 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
