Michael WinterMichael WinterManaging DirectorWealth Advisor
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
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November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
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November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowHow to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowCaring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now