Michael YeungMichael YeungExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Michael
Michael Yeung is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a disciplined Advisor, Michael leads our team's investment strategies with a keen eye on designing each portfolio around the complex financial goals of high-net-worth clientele. Michael has over 17 years of capital markets and investment industry experience. He joined The Wentzheimer Group in 2015 and has become integral to the comprehensive and disciplined support they provide. Whether addressing global economic concerns or a family's wealth priorities, Michael is thorough and analytical. In every step, he works to ensure each level of his support helps clients better prepare, organize, and maximize their wealth management.
Michael joined J.P. Morgan Wealth Management in 2023. He previously served as a Senior Vice President and Wealth Manager at First Republic Investment Management and was a Vice President at Morgan Stanley. Michael also was an Authorized Officer at UBS AG Singapore, which he joined in 2010. In this role, he served as a Portfolio Strategy Investment Specialist.
With deep skillsets in asset allocation and goals-based planning, Michael is adept at helping clients strategically design portfolios that account for multi-generational wealth needs, estate planning, and life insurance goals. Further, he can assist clients with addressing alternative investments, sustainable and responsible investing, and portfolio hedging strategies. By keeping abreast of global macroeconomic research, he helps our team and our clients create forward-looking strategies that account for life's ever-changing and dynamic landscapes.
Michael earned a B.A. in Political Science from New York University. He received the Certified Portfolio Manager® accreditation from the Academy of Certified Portfolio Managers through Columbia University.
Insights
How you may benefit from tax-loss harvesting
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Proximity matters: 5 things to know about the US sphere of influence
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How to prepare for Tax Day as a small business owner
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The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
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Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowProviding for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now