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
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
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Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now