Philip PlutaPhilip PlutaExecutive DirectorWealth Advisor
About Philip
Philip Pluta is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of portfolio management experience, he brings rigorous due diligence to serve the holistic investment advisory needs of corporate executives, high-net-worth individuals and their families, foundations, endowments and not-for-profits.
Phil is a member of J.P. Morgan Wealth Management' Portfolio Manager Program, which comprises a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative review. This exacting attention to detail enables him to actively manage assets on behalf of individual clients.
Using a blend of proprietary financial models, tools and techniques, Phil develops investment strategies that consist of equities and fixed income vehicles, which he constructs and manages in-house. His hands-on and attentive process enables him to identify personalized risk profiles, and he builds tailored portfolios that address these objectives. Phil is experienced in working with investment committee members and family offices, providing direct access to the robust resources of J.P. Morgan to provide borrowing options, cash flow management and other services that large organizations often require.
A graduate of the University of Southern California, Phil holds a B.S. in Electrical Engineering. This strong foundation in critical thinking and process design assists him in crafting strategies designed to help enhance performance outputs. He has been a Financial Advisor since 1986, beginning at Shearson Lehman/American Express. Over the course of his established career, Phil was also at Kidder Peabody/Paine Webber for nine years, followed by 14 years at RBC Capital Markets. In that time, he focused his attention on money management and portfolio theory. Phil joined J.P. Morgan Wealth Management in 2011 to couple his differentiating capabilities with the intellectual capital, quality research and fortress balance sheet of one of the most renowned financial companies in the world.
Raised in California, Phil plays an active role within his community. He is the former founder and coach of a not-for-profit soccer club that won several state and national championships during his tenure. Phil and his large family enjoy outdoor activities, golf and surfing. They attend a local church and work hard to serve as role models for others.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now