
Michelle Runyon
Welcome
My team and I serve the investment needs of high-net-worth individuals and their families, corporate executives and entrepreneurs, offering comprehensive wealth management that simplifies the financial challenges that often accompany the accumulation of significant assets.
As a trusted advisor, I deliver tailored strategies that bring guidance to sophisticated requirements, such as asset management, diversification strategies, tax considerations for trust and estate planning, wealth transfer ideas and philanthropic giving.
My goals-based and step-by-step planning process includes the careful prioritization of short-, medium- and long-term objectives. Through direct access to the resources and research of J.P. Morgan, I work to ensure that the totality of a client's assets are integrated and organized into one financial picture, and their capital is appropriately invested.
By partnering together in this deliberate and methodical manner, I remain proactively engaged in helping to realize differentiated wealth management goals.
Investment Approach
As a trusted advisor, I oversee the challenges that accompany the accumulation of significant assets. My aim is to simplify the investment process through a dedicated plan that supports the thoughtful integration of every element of a financial picture.
A methodical and step-by-step approach
My emphasis on providing a high level of personal service is rooted in a deep commitment to focus on clients' best interests. By working together in this deliberate and methodical manner, I remain proactively engaged in helping them to realize their wealth management goals.
I apply organizational and technological tools to anticipate next steps, and develop appropriate recommendations. This due diligence saves time, fosters continuity and assures my clients an array of value-added deliverables:
- A careful analysis of both sides of the balance sheet that examines assets as well as liabilities to identify opportunities and impacts
- Tailored strategies and asset allocations designed to accommodate risk parameters and help meet short-, medium- and long-term goals
- Cash flow analysis and appropriate income stream generation
- Investment considerations of concentrated holdings
- Careful execution of investment plans coupled with the intellectual capital and extensive resources required to help deploy recommendations
- Continuing support and review to assess evolving goals, current markets and future plans
Direct access to extraordinary resources I serve as the single point of contact to one of the most complete product platforms in the industry—J.P. Morgan's broad suite of investment advisory services and proprietary research—which I leverage for the benefit of each individual. I am proud to simplify the roadmap toward investment management, and aspire to be a partner in my clients' success.
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Specialist Resources

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now