Phyllis TabachnickPhyllis TabachnickManaging DirectorWealth Partner
About Phyllis
Phyllis Tabachnick is a Managing Director, Wealth Partner and co-founder of The Tabachnick Oskin Group at J.P. Morgan Wealth Management. She serves the investment management needs of individuals, families and business owners, maintaining a strong commitment to her clients and guiding them in making the tough decisions required to protect and grow their assets. By leveraging the resources of J.P. Morgan, Phyllis's clients have access to the wide spectrum of the firm's thought leadership, investment services and banking capabilities. Beyond these resources, the strength of The Tabachnick Oskin Group is the depth of the ongoing relationships the Group's members have with their clients and their families.
Phyllis has been at J.P. Morgan and its predecessor firm for over 25 years. She came to Bear Stearns in 1989, transitioning to J.P. Morgan in 2008. A native of Akron, Ohio, Phyllis graduated from Northwestern University and currently lives on the North Side of Chicago. She 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:
- 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
○ Hillels of Illinois Governing Commission, Chair
○ Pooled Endowment Portfolio Committee
○ Legacy and Endowments Committee
- Jewish Federations of North American (JFNA) —Investment Institute
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 its 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now