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
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now