Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.