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
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
How 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
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.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 NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now