Max NutkowitzMax Nutkowitz, CFP®Executive DirectorWealth Advisor
Max Nutkowitz is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Gordon & Nutkowitz Group, he creates and manages investment portfolio strategies for high-net-worth clients, corporate executives, institutions, small business owners, and retirees. Max holds the CFP® credential, one of the most respected designations in financial planning.
With over 20 years of experience as a wealth advisor, Max maintains a conservative and consistent investing process that emphasizes capital preservation and long-term goals. He believes in dedicating his time and resources to a select group of clients, allowing him to develop deeper relationships and offer exceptional and personalized service.
Max brings a disciplined style to tailored portfolio management, developing individual plans for each client and creating portfolios based on their objectives. This allows him to select suitable investments available and be tax efficient. Max also focuses on creating income for retirees. He believes that retirement goals should be a key element of any financial plan, whether you are still working, considering your options, or are already retired.
Max enjoys working across multiple generations, and takes a family office approach to his relationships. He consults closely with clients' CPAs and attorneys as part of his comprehensive wealth management methodology. Max personally finds it fulfilling to help his clients pursue their goals, and have the comfort of knowing they have a plan in place.
Max has spent his entire career in financial services and wealth management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and was recently named a Five Star Wealth Manager1 by Chicago Magazine. Prior to joining J.P. Morgan in 2015, Max spent 18 years at Wells Fargo Advisors where he attained the title of First Vice President.
Max graduated from Kettering University with a B.S. degree in Business Management and is active in the community. He is on the Board of Directors at the Kettering University Alumni Association and was a past President of The Bond Club of Chicago. He and his wife live in the Ravenswood neighborhood of Chicago along with their son and daughter. In his spare time, Max enjoys golf, tennis and traveling.