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Joel Tannebaum
Welcome
We deliver integrated wealth management and investment services to high-net-worth and ultra-high-net-worth individuals and families who are seeking to preserve their legacies for the next generation.
Our advisory services are highly personalized and tailored to help address each client's unique needs and objectives. We draw on the powerful resources of J.P. Morgan to develop strategies that are supported by rigorous research and are continuously monitored. This proactive approach helps ensure that we respond to evolving market conditions and changes to personal situations.
Investment Approach
Personalized and hands-on attention
For over 30 years, my team has represented the financial interests of high- and ultra-high-net-worth families by delivering the comprehensive capabilities that are more typically aligned with a family office–style experience.
Our primary objective is to present advisory guidance that is in the best interests of each individual. We bring a solution orientation to every encounter and a dedication to first-class customer service.
Whether clients seek to strengthen, safeguard or grow their personal wealth, our emphasis is placed on helping protect what individuals have worked so hard to build. We are proud to serve multigenerational families that entrust us to care for their dreams.
A focus on preservation of capital
We offer asset preservation and income-generation strategies that are designed to address specific financial goals. With a focus on managing investments in a conservative fashion, we design balanced portfolios that help provide for the consistent returns and the reliable cash flow many clients require.
Our tailored investing approach
Partnering closely with each individual, we employ a disciplined discovery process to understand needs and tailor appropriate investment strategies to help pursue distinctive objectives. Based on our understanding of a client's financial profile, investment objectives and risk tolerance, we create diversified portfolios and help manage overall market volatility without compromising long-term results.
Comprehensive capabilities and resources
J.P. Morgan is among the most trusted and respected financial institutions of its kind. We coordinate the breadth and power of the firm's resources, and help clients benefit from the intellectual capital of the organization. By leveraging one of the most robust product platforms in the industry, we can navigate across a broad suite of wealth and portfolio management services to help fulfill our commitment to foster exceptional and long-lasting relationships.
Our team provides appropriate strategies for a wide array of financial needs, including investment strategies, banking, preferred lending and mortgage programs, credit facilities, and trust and estate planning ideas. By partnering alongside CPAs, lawyers and other consultants, we help ensure that the totality of financial goals is considered.
Ongoing oversight
An important component of portfolio management is the continuous analysis and evaluation of asset allocations and investment vehicles. Experience has shown us that we must always be ready and available to adjust and adapt as needed. We meet regularly with clients to keep pace with any changes in business or personal objectives that may affect our planning.
Meet Our Team
Insights
![](http://dynl.mktgcdn.com/p/aAhhzhuft_-T6VorDkvqtWsjTyMcZeadbv4AL2qLCBo/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/zKb4G6spSqckCGkJ6Exra5QjckRyl5Gvb6zTrzCkmqw/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
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 Now![](http://dynl.mktgcdn.com/p/aAhhzhuft_-T6VorDkvqtWsjTyMcZeadbv4AL2qLCBo/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/zKb4G6spSqckCGkJ6Exra5QjckRyl5Gvb6zTrzCkmqw/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
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![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
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 Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)