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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now