Michael PhalenMichael Phalen
Executive Director
Wealth Advisor

"I utilize quantitative approaches to drill down into market research and distill insights that inform trade execution decisions and investment ideas."

About Michael

Michael Phalen is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

As a principal member of The Minchello Group, he 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 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, he was a trader on the floor of the Boston Stock Exchange with Pershing Trading Company. He joined The Minchello Group five years ago, and is pleased to provide clients with the global financial resources and intellectual capital of one of the largest and most admired financial firms in the world.

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 of 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

Outlook

100 trading days in: Why 2024 is different

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Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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