About Michael

Michael J. Valentin is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The Turner Safaei Group, Michael provides customer service and operational support for high-net-worth individuals, families and corporate executives. His responsibilities include ad hoc requests, preparing financial documents and addressing inquiries. He serves as a dedicated resource for all client concerns.

Michael graduated from St. John's University with a B.S. in Criminal Justice. With 11 years of experience in financial services, he began his career in 2013 at J.P. Morgan Chase & Co. as an Analyst. Michael then moved to First Republic Investment Management where he acquired skills to carefully address individual clients' needs.

Michael grew up in Staten Island, NY and currently lives in Brooklyn with his wife, Kieu-Nhi. Outside of work, he enjoys spending time with his family and friends, and has a passion for photography.

Insights

Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Wealth Planning

Managing stock-based compensation in private companies

June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Business Planning

Incentive stock options and the AMT

June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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