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."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

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

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.