Fortune S. Macri IIIFortune S. Macri III, AIF®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
About Fortune
Fortune Macri is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Fortune plays an essential role at The Apollo Group, and specializes in comprehensive private wealth management, including investment management and advanced wealth strategies. He supports the sophisticated needs of high-net-worth individuals and families, foundations, institutions and family offices.
Prior to joining a predecessor firm of J.P. Morgan, Fortune was a Portfolio Manager and Vice President at Morgan Stanley Private Wealth Management.
Fortune is a graduate of The Gabelli School of Business at Fordham University, where he received a B.A. in Business Administration and Economics and an M.B.A. in Finance.
Wealth management experience since 2010.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
Markets and Economy
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Wealth Planning
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
Family Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Retirement
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Wealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Family Legacy
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Markets and Economy
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Markets and Economy
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
Cybersecurity
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read NowMarkets and Economy
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowWealth Planning
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowFamily Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowRetirement
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowFamily Legacy
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowMarkets and Economy
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowMarkets and Economy
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowCybersecurity
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now
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