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
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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