Michael PhalenMichael PhalenExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Michael
Michael Phalen is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a principal member of The MP Group, Mike offers comprehensive investment advisory services to high-net-worth individuals, corporations and institutional clients to deliver strategies that address the full range of their sophisticated requirements.
Mike is highly adept at managing client relationships and developing marketing initiatives for the team. His attentive style equips him to present both institutional and wealth management strategies in a holistic and detail-oriented fashion. Mike utilizes quantitative approaches to drill down into market research and distill insights that inform trade execution (decisions) and investment ideas. Through his proficient use of technical analysis, he assesses investment risk and its accompanying impacts on portfolio development and asset management.
Prior to joining J.P. Morgan Wealth Management, he was a trader on the floor of the Boston Stock Exchange with Pershing Trading Company.
Mike holds a B.A. from Hamilton College and an M.S. in Investment Management from Boston University.
Originally from Duxbury, Mike continues to live in his hometown with his wife and three children. Involved in this vibrant community, he sits on the board for the nonprofit organization, Crossroads for Kids, whose mission is to empower under-resourced youth to unlock their potential, and positively impact the world. In his spare time, he enjoys golf and participating in triathlons.
Insights
Common financial milestones women experience throughout their lives
March 24, 2026Many 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
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
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March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
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Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
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Wealth planning is a women’s issue
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What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many 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 NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals 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 NowWhat to consider when you’re considering alternative investments
March 9, 2026Prioritizing 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