Phyllis TabachnickPhyllis TabachnickManaging DirectorWealth Partner
About Phyllis
Phyllis Tabachnick is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the co-founder of The Tabachnick Oskin Group, Phyllis serves the investment management needs of individuals, families and business owners. She maintains a strong commitment to her clients and guides them in making the tough decisions required to protect and grow their assets. By leveraging the resources of J.P. Morgan, Phyllis' clients have access to the wide spectrum of the firm's thought leadership, investment services and banking capabilities. Her strength lies in the depth of the relationships she builds with each family and her focus on helping them work together to establish a family legacy and be effective stewards of this vision.
Phyllis has been at J.P. Morgan and its predecessor firm for over 30 years. A native of Akron, Ohio, she graduated from Northwestern University and currently lives on the north side of Chicago. Phyllis believes passionately in giving back to the community, serving as a mentor to young people in their professional and civic endeavors. She has held leadership roles in multiple philanthropic organizations both locally and nationally, including:
ㅤ
• BBYO – Greater Midwest Region and International Board
• Better Government Association, Chicago
• Executive Service Corps, Chicago
• Fiedler Hillel at Northwestern University
• Jewish Community Centers Association (JCCA)
• Jewish Council for Youth Services, Chicago, First Woman President
• Jewish Federation of Metropolitan Chicago (JFMC)/JUF
ㅤ- Hillels of Illinois Governing Commission, Chair
ㅤ- Pooled Endowment Portfolio Committee
ㅤ- Legacy and Endowments Committee
• Jewish Federations of North American (JFNA), Investment Institute
ㅤ
Phyllis regularly speaks to students and boards of directors on fundraising and development, leadership, career advancement and investment management. In 2011, she spoke for JUF at a program entitled "Secrets of Remarkable Jewish Women"; Phyllis was honored by SHALVA as a recipient of their Giving Voice Award in 2011.
Additionally, she received the Highest Leaf Award in 2008, given by the Women's Venture Fund to accomplished women executives who are role models within their own professions and communities.
In the spare time she manages to find, Phyllis enjoys reading, cooking 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
Insight 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 Now
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
Three 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 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