
Michael SchannaMichael SchannaManaging DirectorWealth Partner
Awards and Industry Recognition

Forbes
About Michael
Michael Schanna is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Michael provides strategic advice and steady leadership to ultra-high-net-worth clients and their families, helping them gain greater confidence in the direction and deployment of their wealth. Throughout his career, he has focused on the distinctive needs of business owners and entrepreneurs, as well as principals in private equity, venture capital and hedge funds. Within institutional circles, he has extensive experience working with the boards and investment committees of private schools and non-profit endowments. To each of these relationships, Michael brings the insight he has gained from direct experience, as well as a committed work ethic designed to make clients' finances simpler, easier and more cohesive.
Michael explains that he and his team are particularly skilled in getting to know clients well, "aligning who they are as people or institutions and what they want their capital to accomplish." The outgrowth of these discussions, he notes, is highly personalized to each client. While investment management is at the core of each relationship, Michael and his colleagues serve as a "financial concierge" for all wealth management needs. By offering a unified vision of intersecting needs, Michael is able to uncover a more efficient pathway to clients' objectives—one that reflects their tax circumstances, risk tolerance, family wealth dynamics and cash flow parameters.
Michael rejoined J.P. Morgan Wealth Management in 2023. A nationally recognized wealth management Advisor, he previously was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for eight years. His experience also includes tenures at Goldman Sachs, J.P. Morgan Private Bank and Credit Suisse. A graduate of Indiana University Bloomington, Michael earned his B.S. in Finance with Distinction. He has worked in wealth management since 2001.
Within his community, Michael has enjoyed serving multiple board terms over the span of 10 years for his local Christian church. Currently, he is most actively engaged with his children, their sports teams and the non-profit organizations each supports. He and his wife, Tricia, have two daughters and a son.
Insights

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
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
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
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