Michael WinterMichael WinterManaging DirectorWealth Advisor
About Michael
Michael Winter is a Managing Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
As a 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 managers, regional banks and hedge funds in Boston by providing fixed income execution and strategic research to analysts. In addition, he facilitates complex transactions for senior corporate executives, among which are derivatives, 10b5-1 stock programs and corporate stock buybacks.
In the span of a 40+ years career in financial services, Michael 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 (ROP) 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Michael’s investment management career began in college, when he worked at State Street Bank’s co-op program. From 1974-1985, he held investment positions at Merrill Lynch and management positions at Shearson Haydon Stone (now Morgan Stanley) and PaineWebber (now UBS). Michael subsequently joined a predecessor firm of J.P. Morgan as a Senior Managing Director of Investments. He transitioned to his current role in 2010.
A Boston native, Michael graduated from Northeastern University with a B.S. in Business Administration. He lives in Brookline with his wife, Deborah, and they are fortunate that their 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 Brother.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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