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
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now