James MinchelloJames MinchelloManaging DirectorWealth Partner
About James
James Minchello is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As the founding member of The Minchello Group, he spearheads the delivery of comprehensive asset management services to provide the skilled advice, personalized attention and dedicated care for which the team is known. Over the course of his distinguished career, Jim has earned highly recognized industry designations. Most recently, he was named one of Forbes' Best-In-State Wealth Advisors (2017, 2018, 2019, 2021).1
With nearly 30 years of capital markets experience, Jim leads the private equity and venture services effort for J.P. Morgan Wealth Management. He has extensive experience in restricted stock sales and the design of exit strategies for venture capital, buyout funds and other large holders of securities. As a natural extension of his practice, Jim serves the personal and sophisticated wealth management needs of the private equity community, offering deep capabilities to address the complexities of liquidity management and diversification of concentrated positions. He has built a reputation for his solution orientation, and he exercises a distinctive command of the development of tailored investment management portfolios, financial planning ideas and wealth transfer strategies.
Jim is a Portfolio Manager in the J.P. Morgan Wealth Management' Portfolio Manager Program, where he stands among a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. These capabilities elevate and differentiate his wealth management guidance, and he draws on this knowledge and background to inform his client-driven process.
Prior to joining J.P. Morgan, Jim was a Managing Director at Citi Smith Barney, where he headed the Venture Services Group and provided institutional coverage for major organizations. He held comparable roles at Banc of America Securities, Lehman Brothers and Kidder, Peabody & Co.
Jim holds a B.S. in Accounting from Norwich University and has two graduate degrees—an M.B.A. from the University of Wyoming and an M.S. from the Air Force Institute of Technology. Formerly, he served as a Captain in the U.S. Air Force.
Jim and his wife live in Boston. They have two children and one precious granddaughter
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now