Michael RobertoMichael RobertoWealth Advisor
About Michael
Michael Roberto is a Portfolio Manager and Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of LBR Partners, Michael serves institutions and family offices, with a particular focus on the personal investment management needs of NFL/ NCAA coaches. He leverages the institutional-caliber tools, platform and advice of J.P. Morgan to develop strategies that can address the challenges his clients face. His key strengths include investment research, alternative investments and asset management.
Michael is an advisor in the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
With a decade-plus career that began as an institutional broker at Knight Capital Group, Michael migrated to working in equities and structured products. Before joining J.P. Morgan, he was at Bank of America/ Merrill Lynch. He graduated from the University of New Hampshire, where he played Division 1 Football.
Michael lives in Rumson, New Jersey, with his wife, Jessica, and three children, Brady, Ella and Rory. He is committed to his community, evidenced by his tenure as President of the RFH Touchdown Club, serving as a board member of the Jay Dooley Memorial Foundation, and membership on the St. Jude Children's Hospital Wall Street Committee. In his spare time, Michael surfs, skis and plays tennis.
Insights
Redefining family wealth as well-being
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now