Awards and Industry Recognition

About Michael

Michael Rovens is a Managing Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management.

Michael draws on his first-hand entrepreneurial and liquidity-transaction experience to help successful business owners and affluent individuals transform their success into a lasting legacy. His insights are steeped in the knowledge he gained while developing his family's small business through its eventual sale to Berkshire Hathaway.

With 35 years of award-winning experience advising private clients, Michael joined J.P. Morgan from RBC Wealth Management, where he was a Managing Director and Senior Portfolio Manager. Previously, he was with Citigroup Smith Barney, Donaldson, Lufkin & Jenrette and Morgan Stanley.

Michael received his B.A. in Literature from the University of California, Berkeley and his M.B.A. from the USC Marshall School of Business at the University of Southern California. He resides in Century City with his wife, Elizabeth. Outside the office, he enjoys sports, bonsai and martial arts.

Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning

Business succession planning: Valuing your business

September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning

6 strategies to consider before year-end

September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now