Michael CortinaMichael CortinaVice President, Investment Specialist
About Michael
Michael Cortina is a Vice President and Investment Specialist at J.P. Morgan Wealth Management, covering the Northeast and Southeast regions.
Michael's role involves collaborating with various stakeholders to implement global investment strategies across different asset classes. He works with Advisors, clients, strategists, asset class leaders and investment product professionals to ensure that the firm's investment strategies are effectively integrated into client portfolios. This involves leveraging the firm's offerings and products to align with the strategic views and objectives of the clients. Michael's work requires a deep understanding of the firm's investment products, market trends and client needs to successfully execute these strategies.
Michael joined J.P. Morgan in 2022. He previously spent 12 years at Neuberger Berman serving as a Portfolio Specialist for an International Equity Portfolio Management team. Prior experience as a Hedge Fund Service Specialist and as a Financial Analyst allows Michael to bring a wealth of knowledge to his current role. He leverages a background in alternatives and equities to navigate both institutional and wealth management channels, helping craft sophisticated portfolio strategies that deliver value to Advisors and clients alike.
A graduate of Sacred Heart University, Michael was a defensive specialist on their Division I Men's Volleyball team. He resides in Darien, CT and loves to play golf.
Insights
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe 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