Michael WinterMichael WinterManaging DirectorWealth Advisor
About Michael
Michael Winter is a Managing Director and a Wealth Advisor with J.P. Morgan Wealth Management.
As co-founder of The Winter-Fish Group, he manages and tailors portfolios for high-net-worth individuals. Michael also serves many of the largest asset management, regional banks and hedge funds in Boston by providing fixed income execution and strategic research services to analysts. In addition, Michael facilitates complex transactions for senior corporate executives, among which are derivatives, 10b5-1 stock programs and corporate stock buybacks.
In the span of more than 40 years of Michael's career in financial services, he has earned a solid reputation for providing innovative and customized strategies to fit the particular needs of the clients he serves. As a former Registered Options Principal and Regional Sales Manager in New York, he has deep experience in implementing sophisticated financial strategies. By leveraging both his background and J.P. Morgan's industry leading platform, Michael can provide his clients significant access to the firm's thought leadership, trade execution and investment services.
Michael's investment management career began in college, when he worked at State Street Bank's co-op program. From 1974 to 1985, he held investment positions at Merrill Lynch, and management positions at Shearson Haydon Stone (now Morgan Stanley) and Paine Webber (now UBS), subsequently joining Bear Stearns and Company as a Senior Managing Director of Investments. He transitioned to his current role at J.P. Morgan in 2010.
A Boston native, Michael graduated from Northeastern University with a B.S. in Business Administration, and lives in Brookline with his wife, Deborah, a former Chairman of the Board of Selectmen in Brookline. He is fortunate that his four adult children live nearby. In his spare time, Michael enjoys golf, skiing and bicycling. He serves on the boards of Jewish Vocational Services and Adoptions with Love. Previously, Michael was a board member for the Museum of Science, Children's Hospital, Northeastern University's Family Business Center, and Jewish Big Brothers.
Insights
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now