
Michael PhalenMichael PhalenExecutive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Michael
Michael Phalen is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a principal member of The MP Group, Mike offers comprehensive investment advisory services to high-net-worth individuals, corporations and institutional clients to deliver strategies that address the full range of their sophisticated requirements.
Mike is highly adept at managing client relationships and developing marketing initiatives for the team. His attentive style equips him to present both institutional and wealth management strategies in a holistic and detail-oriented fashion. Mike utilizes quantitative approaches to drill down into market research and distill insights that inform trade execution (decisions) and investment ideas. Through his proficient use of technical analysis, he assesses investment risk and its accompanying impacts on portfolio development and asset management.
Prior to joining J.P. Morgan Wealth Management, he was a trader on the floor of the Boston Stock Exchange with Pershing Trading Company.
Mike holds a B.A. from Hamilton College and an M.S. in Investment Management from Boston University.
Originally from Duxbury, Mike continues to live in his hometown with his wife and three children. Involved in this vibrant community, he sits on the board for the nonprofit organization, Crossroads for Kids, whose mission is to empower under-resourced youth to unlock their potential, and positively impact the world. In his spare time, he enjoys golf and participating in triathlons.
Insights

A half-year roundup: 50 events shaping 2025 so far
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July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now