Fred PolanieckiFred PolanieckiExecutive DirectorWealth Advisor
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About Fred
Fred Polaniecki is an Executive Director and Wealth Advisor with 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 J.P. Morgan Wealth Management's 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 each advisor's investment strategy. 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, New York, 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 Congregation Kol Israel, the oldest in Brooklyn, and is currently its President. He is also the founder of The Brooklyn Jewish Art Gallery, a nonprofit 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.
Insights
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now