About Mick

Mick is an Investment Associate with the Carroll Group at J.P. Morgan in Philadelphia. Mick advises individuals, families, retirement plans and foundations on their entire balance sheets, with a focus on investment management, estate planning, banking and lending. He first joined J.P. Morgan as a Private Banking Summer Analyst in 2017, and returned in a full-time role upon his graduation the following year. Mick joined the Carroll Group as an Investment Associate in May 2022.

Mick graduated with honors from The Wharton School at the University of Pennsylvania, earning a BS in Economics with concentrations in Finance and Operations, Information & Decisions. Prior to his time at Wharton, Mick graduated from LaSalle College High School in Wyndmoor, PA. Currently, he is pursuing a JD from Temple University's Beasley School of Law.

Outside of the office, Mick enjoys recreational sports with friends and also coaches CYO basketball at Saint Alphonsus Parish in his hometown of Maple Glen, PA. He currently resides in the Fairmount section of Philadelphia.

Mick holds FINRA SIE and Series 7, 63, 65 licenses and the Accredited Investment Fiduciary® (AIF®) designation.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

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Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Wealth Planning

Managing stock-based compensation in private companies

June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Business Planning

Incentive stock options and the AMT

June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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