Fred PolanieckiFred PolanieckiExecutive DirectorWealth Advisor
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About Fred
Fred Polaniecki is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
He provides tailored investment and portfolio management services to high-net-worth individuals, business owners, retirees and corporate executives. He also serves family offices, institutions, foundations and endowments.
Fred is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. His focus and passion throughout his career has been portfolio management, and he applies due diligence to every step of the investment process— from researching and evaluating companies and funds to monitoring and modifying his allocations as market conditions and client circumstances change.
Fred’s financial services experience over 30 years is grounded in his deep industry knowledge and ability to listen, evaluate, and help his clients understand the investment landscape. He has earned a reputation for service, and his clients trust his judgment and ability to help them focus on their families and careers as opposed to concerning themselves with their investments. Many of his clients have been with him for decades.
Fred began his career at Shearson Lehman Brothers in 1984. He became a Director and Portfolio Manager at Oppenheimer & Co. (1989-1998). Fred then joined Legg Mason in 1998, and with its sale in 2005, became part of Bear Stearns. He transitioned to J.P. Morgan in 2008.
Fred grew up in Forest Hills, NY, and studied Accounting and Economics at Baruch College. He lives in Brooklyn’s Park Slope area with his wife and son. Fred has served on the board of Kol Israel, the oldest Congregation in Brooklyn, and is currently its President. Additionally, he is also the founder of The Brooklyn Jewish Art Gallery, a non-profit dedicated to providing a showcase for local artists while also helping to raise funds as part of Congregation Kol Israel. In his free time, Fred enjoys sailing with his family at the North Shore Yacht Club and is an avid guitarist and collector of antique guitars.
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