Phyllis TabachnickPhyllis TabachnickManaging DirectorWealth Partner
About Phyllis
Phyllis Tabachnick is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Phyllis partners with individuals, families and business owners to offer high-touch, personalized service tailored to their complex investment management needs. She embraces a client-centric approach, driven by a steadfast commitment to their best interests. Phyllis excels at guiding individuals through the tough decisions essential for growing and safeguarding their assets. She cultivates deep, trusting relationships to help them articulate their visions for the future and become effective stewards of their legacies.
Clients benefit from the exceptional team Phyllis has built. As the cofounder of The Tabachnick Oskin Group, she prioritizes the growth and development of each member, believing that empowering them enhances the overall client experience and drives positive outcomes.
Phyllis is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
In a testament to her commitment to her clients and colleagues, Phyllis has been at J.P. Morgan for more than 30 years. She is a graduate of Northwestern University and regularly speaks to students and boards on fundraising, leadership, career advancement and investment management. She is a sought-after speaker, leading a popular fundraising workshop called “Fundraising is Not an F-Word.”
Phyllis is grateful that her work allows her to engage in issues she’s passionate about, believing that her philanthropic endeavors—rooted in meaningful relationships, expanded skill sets and impactful contributions—are integral to her identity. She has leveraged her financial acumen to serve on the investment committees of various charitable organizations. These leadership positions have included:
- BBYO
- Better Government Association, Chicago
- Executive Service Corps, Chicago
- Northwestern University Hillel; Hillels of Illinois
- Jewish Community Centers Association
- Jewish Council for Youth Services, Chicago
- (President emerita)
- JUF/Jewish Federation of Metropolitan Chicago
- Working in the Schools Chicago
- JCC Chicago
A native of Akron, Ohio, Phyllis enjoys reading, cooking and traveling. She is an avid birdwatcher.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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