Michael RovensMichael RovensManaging DirectorWealth Partner
Fax Number: (310) 220-6825
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In State
2021
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.
Family Legacy
Financial considerations for multigenerational households
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Wealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
Cybersecurity
AI tools and your privacy: What you need to know
May 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
Retirement
3 ways to stay active while in retirement
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Markets
The first 100 days: What Trump’s policies mean for investors
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Wealth Planning
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Markets
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowFamily Legacy
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
AI tools and your privacy: What you need to know
May 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 NowRetirement
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowMarkets
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWealth Planning
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowBusiness Planning