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 ten-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® designation.

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

Insights

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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