Awards and Industry Recognition

About Michael

Michael Rovens is a Managing Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management.

Michael draws on his first-hand entrepreneurial and liquidity-transaction experience to help successful business owners and affluent individuals transform their success into a lasting legacy. His insights are steeped in the knowledge he gained while developing his family's small business through its eventual sale to Berkshire Hathaway.

With 35 years of award-winning experience advising private clients, Michael joined J.P. Morgan from RBC Wealth Management, where he was a Managing Director and Senior Portfolio Manager. Previously, he was with Citigroup Smith Barney, Donaldson, Lufkin & Jenrette and Morgan Stanley.

Michael received his B.A. in Literature from the University of California, Berkeley and his M.B.A. from the USC Marshall School of Business at the University of Southern California. He resides in Century City with his wife, Elizabeth. Outside the office, he enjoys sports, bonsai and martial arts.

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy

How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now