
Matthew P. MacMichael Sr.Matthew P. MacMichael Sr.Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Matthew
Matthew P. MacMichael Sr. is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the managing principal of The Phil Scott Group, Matthew is responsible for the strategic direction of the team, ensuring the delivery of a high-caliber client experience. With more than 25 years in wealth management, he offers an intuitive understanding of client priorities, fostering a culture of engagement, responsiveness and customization.
A highly experienced Wealth Advisor, Matthew provides tailored advice and guidance to wealth creators and their families, helping them anticipate key inflection points in their finances. He offers the knowledge he has gained from advising an accomplished clientele, including company founders, entrepreneurs, senior executives, entertainment professionals, and athletes. To each relationship, Matthew brings focused attention, practical insight and genuine enthusiasm for his work.
As a member of the team's Investment Committee, Matthew contributes to the management of its proprietary investment program, which features a long-term track record. He notes that for many clients, sustaining a predictable cash flow is integral to their peace of mind after selling a business, entering retirement, or navigating unpredictable income streams in entertainment or professional sports—a goal advanced by the team's disciplined investment approach.
Matthew joined J.P. Morgan Wealth Management in 2023. Earlier, he served as Managing Director and Wealth Manager at First Republic Private Wealth Management. Matthew's experience also includes more than eight years with Merrill Lynch, where he was a Managing Director and Market Executive overseeing the Pacific Northwest region. He began his career in a family-owned investment advisory practice that he would later purchase and sell to a major Wall Street firm.
Matthew earned his B.S. in Finance and Economics from Liberty University, where he was a member of the Division I Men's Soccer Team and served as class president. He also studied International Business at Oxford University in England.
Active in philanthropic causes, Matthew supports organizations dedicated to the well-being of women and children in his community, as well as cancer research.
Matthew and his wife divide their time between Medina, Washington, and Scottsdale, Arizona. They enjoy spending time with their son and daughter.
Insights

How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now