Michelle Runyon

"I serve the investment needs of corporate executives, entrepreneurs, high-net-worth individuals and their families, offering asset management, diversification plans for concentrated assets, risk management, tax minimization, and estate planning to address a broad range of complex financial scenarios."
About 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.

Learn More

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(415) 772-2942michelle.runyon@jpmorgan.com