Michael MorroneMichael MorroneExecutive DirectorWealth Advisor
About Michael
Michael Morrone is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Michael brings clients more than 15 years of wealth management experience. Prior to joining J.P. Morgan Wealth Management in 2023, he was a Wealth Manager at First Republic. Before First Republic, he was a Managing Director, Relationship Manager at Abbot Downing, Wells Fargo's multi-family office, where he was responsible for managing complex client relationships, whereby he and his team provided asset management, planning, family governance, banking and fiduciary services. Prior to his tenure at Abbot Downing, he was a Senior Financial Planner in Wells Fargo's Wealth Planning Center, a team focused on comprehensive wealth management solutions for ultra-high-net-worth clients with an emphasis on sophisticated wealth transfer planning techniques, income tax planning, charitable planning, and family governance.
Throughout his career, Michael enjoys "the conversation" he has with clients to understand their current situation, as well as anticipate what they strive to accomplish. His approach focuses on providing a holistic wealth management experience customized for each client. Depending on the needs of the client, Michael advises on areas such as estate and wealth transfer planning, philanthropic planning, pre-liquidity planning, asset management, and lending solutions. In addition, he prides himself on taking a collegial approach whereby he works closely with his clients' CPAs and attorneys to ensure coordinated implementation.
Michael holds a B.A. from Colgate University, where he majored in History and minored in Political Science. He received his J.D. from New England Law and his L.L.M. in Corporate and Business Law from the University of San Diego School of Law. He is a member of the California Bar Association.
Outside the office, Michael enjoys mountain biking, surfing, and tennis. He and his wife, Michelle, live in Mill Valley with their two daughters.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now