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

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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