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
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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 NowCustodial accounts
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