Michael ValentinMichael ValentinInvestment Associate
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 over a decade 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
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Wealth Planning
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December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowCybersecurity
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
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