Michael HersheyMichael HersheyManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
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
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now