Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016

Forbes

Top Wealth Advisors Best-In State
2023 • 2022 • 2021 • 2020 • 2019 • 2018

About Michael

Michael Hershey is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

He has nearly 40 years of experience in the financial services industry, primarily serving affluent families who have accrued wealth through inheritance, closely held businesses or other liquidity events. As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Michael is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews in order to assess each advisor's investment strategy.

Michael's focus is to help his clients realize a return on invested capital and preserve their wealth by taking a consultative and risk-adjusted approach. He does this primarily through liquid, non-proprietary, highquality investments and layered asset allocation strategies. As the seasoned leader of the team, Michael is particularly proud of his multi-generational and decades-long client relationships. He brings a hightouch service and implements a compliant practice in an ever-changing regulatory environment. His touch is nationwide, and beyond his Seattle office, Michael meets with clients, strategists and portfolio managers in J.P. Morgan offices located in New York City, Palm Beach and Newport Beach.

Michael earned a B.A. from Vassar College. He opened the current office for a J.P. Morgan predecessor firm in 2003 before transitioning to his current role in 2008. Michael has two grown daughters living in New York City, and resides with his wife, Kelly, in Medina, Washington.

Insights

Outlook

Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
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