
Michael SchannaMichael SchannaManaging DirectorWealth Partner
Awards and Industry Recognition

Forbes
About Michael
Michael Schanna is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Michael provides strategic advice and steady leadership to ultra-high-net-worth clients and their families, helping them gain greater confidence in the direction and deployment of their wealth. Throughout his career, he has focused on the distinctive needs of business owners and entrepreneurs, as well as principals in private equity, venture capital and hedge funds. Within institutional circles, he has extensive experience working with the boards and investment committees of private schools and non-profit endowments. To each of these relationships, Michael brings the insight he has gained from direct experience, as well as a committed work ethic designed to make clients' finances simpler, easier and more cohesive.
Michael explains that he and his team are particularly skilled in getting to know clients well, "aligning who they are as people or institutions and what they want their capital to accomplish." The outgrowth of these discussions, he notes, is highly personalized to each client. While investment management is at the core of each relationship, Michael and his colleagues serve as a "financial concierge" for all wealth management needs. By offering a unified vision of intersecting needs, Michael is able to uncover a more efficient pathway to clients' objectives—one that reflects their tax circumstances, risk tolerance, family wealth dynamics and cash flow parameters.
Michael rejoined J.P. Morgan Wealth Management in 2023. A nationally recognized wealth management Advisor, he previously was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for eight years. His experience also includes tenures at Goldman Sachs, J.P. Morgan Private Bank and Credit Suisse. A graduate of Indiana University Bloomington, Michael earned his B.S. in Finance with Distinction. He has worked in wealth management since 2001.
Within his community, Michael has enjoyed serving multiple board terms over the span of 10 years for his local Christian church. Currently, he is most actively engaged with his children, their sports teams and the non-profit organizations each supports. He and his wife, Tricia, have two daughters and a son.
Insights

Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
What are grantor retained annuity trusts (GRATs)?
March 17, 2025Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.Read Now
Tariff implications for investors: Building a resilient portfolio amid pullbacks
March 14, 2025How long can the economy’s strength last? We examine the risks to our base case.Read Now
Investment implications of President Trump’s first month in office
March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Eye on the Market: Fifty days of grey
March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now