Michael ZamoloMichael Zamolo, CFP®
Vice President
Investment Associate

About Michael

Michael Zamolo is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

As a member of The DWC Team, Michael draws from his 10-plus years of experience in the finance industry to assist clients with financial planning, portfolio construction, trading and asset management.

Before joining J.P. Morgan, Michael was at First Republic Investment Management. Previously, he served in various client relationship roles at LPL Financial Union Bank and UBS.

A graduate of the University of California, Santa Barbara, Michael earned a B.A. in Business Economics. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Family Legacy

Building a strong and connected family of wealth: A 10x10 learning road map

March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Family Legacy

Navigating the opportunities and challenges of family gifts: 5 practices

March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
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Wealth planning is a women’s issue

March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
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