Michael WinterMichael WinterManaging Director
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
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