The Winter-Fish Group
Welcome
With more than 90 years of collective investment experience, The Winter-Fish Group at J.P. Morgan Securities is well suited to provide customized wealth and portfolio management strategies for ultra-high-net-worth families, institutions and foundations. Our team utilizes the extensive resources available at J.P. Morgan, giving clients access to opportunities of a leading global financial services company while retaining the intimacy of a family office.
Our team
The Winter-Fish Group is distinguished by two distinct yet complementary skill sets: providing professional money managers and institutions with the tools and intellectual capital necessary to bolster and build out their portfolios, and offering unique, customized asset management to our individual clients. Our open architecture platform allows us the flexibility to look outside the firm when implementing strategies for our clients, helping to assure that their best interests are met.
We strive to serve our clients' financial needs in the following areas:
- Traditional and alternative investments
- Rollover, 401(k) and other retirement planning
- Wealth preservation and transfer strategies
- Hedging and monetization of concentrated/restricted equity positions
- Stock option execution
- Personal banking
- Mortgages and advised credit lines
- Philanthropic giving
Much of our business is referral-based—a testament, we think, to our clients' high level of satisfaction. Providing exceptional, results-driven service that takes into account the unique circumstances of every client is our focus; maintaining long-term relationships marked by trust is our goal.
Meet Our Team
Insights

Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.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
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.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
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.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
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.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