Phyllis TabachnickPhyllis TabachnickManaging DirectorWealth Partner
About Phyllis
Phyllis Tabachnick is a Managing Director and Wealth Partner 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 protecting 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 co-founder 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.
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:
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• BBYO – Greater Midwest Region and International Board
• 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
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A native of Akron, Ohio, Phyllis enjoys reading, cooking and traveling. She is an avid birdwatcher.
Insights
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members 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 Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
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July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members 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 NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now