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:
ㅤ
• 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
ㅤ
A native of Akron, Ohio, Phyllis enjoys reading, cooking and traveling. She is an avid birdwatcher.
Insights
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowHow do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowIncentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowBusiness succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowThe next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now