About Mel

Mel Fishman is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management.

He provides investment management services for a variety of clients, including high-net-worth individuals, corporate executives, families, and pension and retirement plans.

Mel has 50-plus years of financial services industry experience, and his lengthy tenure provides a particular perspective in successfully serving clients. He credits his commitment to treating each individual with care and concern, and accurately assessing their level of risk, as the primary components in successfully creating and tailoring a personal investment strategy for them.

Relying on J.P. Morgan's planning and asset allocation capabilities as a foundation, Mel conducts extensive research on targeted equities and fixed income to build his clients' portfolios. He focuses on large, leadingedge companies in basic industries comprising food, pharmaceuticals, finance and technology. He further augments the process by accessing J.P. Morgan's select group of asset managers to provide exposure to a broader range of investments.

Mel believes his ability to form personal relationships with his clients is a testament to the service he provides. The end result is frequent referrals of friends and family members to also benefit from the attention he gives.

A graduate of Adelphi University, Mel began his career in financial services at Shields & Company in 1966. He was with A.G. Becker before joining a J.P. Morgan predecessor firm in 1984.

Mel considers his job to be his primary hobby, but manages to make time for golf and his grandchildren.

Insights

Investing

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
Outlook

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
Wealth Planning

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
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