Awards and Industry Recognition

Barron's

Top 1200 Financial Advisors
2021 • 2020 • 2019 • 2018 • 2017 • 2016

Forbes

Best-In-State-Wealth Advisors
2021 • 2020 • 2019 • 2018

About Michael

Michael Hershey is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management, and has over 34 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 J.P. Morgan 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, primarily through liquid, non-proprietary, high-quality investments and layered asset allocation strategies. As the seasoned leader of the team, Michael is particularly proud of his multigenerational and decades-long client relationships, "high touch" service, and continued focus on implementing a compliant practice in an everchanging regulatory environment. His clients are 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 Bachelor of Arts from Vassar College. He opened the current office for J.P. Morgan's predecessor firm Bear Stearns in 2003 before its acquisition by J.P. Morgan in 2008. Michael has two grown daughters living in New York City, and resides with his wife, Kelly, in Medina, Washington.

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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(425) 462-6810michael.hershey@jpmorgan.com