
Michelle Runyon
Welcome
Busy entrepreneurs, senior executives and multi-generational families look to me to help them regain time in their lives, knowing their financial affairs are in capable hands. I have worked in wealth management for more than 25 years, so I offer practical wisdom grounded in direct experience.
The individuals and families I advise rely on me to be their trusted partner and thoughtful guide—expectations I'm proud to uphold through the quality of my work.
I invite you to learn about the ways I differentiate my approach and the legacy of trust I have built over time with the close circle of clients in my care.
An ambitious vision
When clients engage my advice, I help them enact their vision of a life-well-lived as they define it. Together, we integrate all aspects of their finances, encompassing their families, careers and long-term goals.
I am always looking at ways we can enhance a client's situation, drawing on my decades of experience in investing, trust services and wealth transfer. Collaborative by nature, I work well with a client's tax and legal advisors to oversee sustained momentum on shared initiatives. Clients look to me for the focused attention they would receive from a family office, marked by the same level of intimacy and understanding.
Here are a few of the ways I look to create an exceptional client experience:
• A portfolio that is your own. Your cash-flow needs, risk tolerance, tax situation and time horizon are distinctive. That is why I take the time to design a singular portfolio for each client. Everything I do is bespoke, integrating both traditional and alternative investments to pursue your objectives and capitalize on a wide opportunity set.
• Complex currents in your wealth. When your wealth takes on a certain scale, it can be time consuming to manage. I help people who have complex financial lives gain time and capacity. Whether you are selling a business, managing a concentrated position, reducing your taxable estate, passing wealth to the next generation or have another pressing need, I can help you resolve those issues. I've advised successful families for many years, so I'm closely attuned to the best practices for peer clientele.
• Market intelligence. Investment markets are always changing. While we can't control their direction, we can take active steps to anticipate what is ahead, gaining insights from high-quality research. I stay closely attuned to market movements, helping clients maintain reliable cash flow during volatile market periods and overseeing a disciplined, diversified approach.Trusts & Estates
• Fiduciary background. I spent the first twelve years of my career with Northern Trust and U.S. Trust. This exposure has heightened my ability to integrate trust and estate planning services within a client's wealth framework. I take the time to make sure that clients have created—or revisited—their fiduciary plans, working closely with their estate planning attorneys to enact tax-sensitive strategies. I also mentor the next generation, helping them embrace the habits and mindsets of sound stewardship.
• A closeness sustained by trust. When we speak, you'll know that I am wholly focused on your needs. An attentive listener, I pay attention to what matters to you, and I execute on your priorities. Many of my client relationships have spanned more than 25 years and include several generations of a single family. This trust is emblematic of the close affinity I share with my clients, inspiring me to bring my best work to you, every day.
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.
Learn More
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

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What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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