Max NutkowitzMax Nutkowitz, CFP®Executive DirectorWealth Advisor
About Max
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 25 years of experience as a Wealth Advisor, Max maintains a conservative and consistent investing process that emphasizes capital preservation and longterm 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 approaches based on their objectives. This allows him to select among the suitable investments that are available and to be tax efficient. He also focuses on creating income for retirees and 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.
Working across multiple generations, Max takes a family office approach to his relationships and consults closely with clients' CPAs and attorneys as part of his comprehensive wealth management methodology. He personally finds it fulfilling to help individuals 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 PLANNERTM (CFP) designation. 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. in Business Management and is active in the community. Formerly, he was a board member of the Kettering University Alumni Association and the Night Ministry, and is a past President of The Bond Club of Chicago. Max and his wife live in the Ravenswood neighborhood of Chicago along with their son and daughter. In his spare time, he enjoys golf and traveling.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now