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
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now