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Michael Hershey

Michael Hershey

Managing Director

Michael Hershey


425.462.6810

michael.hershey@jpmorgan.com

10500 NE 8th Street, Suite 825
Bellevue, WA 98004

Awards & Recognition1

Barron’s

Top 1,200 Financial Advisors

2021 · 2020 · 2019 · 2018 · 2017 · 2016 

Forbes

Best-In-State Wealth Advisors

2021 · 2020 · 2019 · 2018

About Michael

Michael Hershey is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management, and has over 34 years of experience in the financial services industry, primarily serving affluent families who have accrued wealth through inheritance, closely held businesses or other liquidity events. As a member of J.P. Morgan Portfolio Manager Program, Michael is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews in order to assess each advisor’s investment strategy.

Michael’s focus is to help his clients realize a return on invested capital and preserve their wealth by taking a consultative and risk-adjusted approach, primarily through liquid, non-proprietary, high-quality investments and layered asset allocation strategies. As the seasoned leader of the team, Michael is particularly proud of his multigenerational and decades-long client relationships, “high touch” service, and continued focus on implementing a compliant practice in an everchanging regulatory environment. His clients are nationwide, and beyond his Seattle office, Michael meets with clients, strategists and portfolio managers in J.P. Morgan offices located in New York City, Palm Beach and Newport Beach.

Michael earned a Bachelor of Arts from Vassar College. He opened the current office for J.P. Morgan’s predecessor firm Bear Stearns in 2003 before its acquisition by J.P. Morgan in 2008. Michael has two grown daughters living in New York City, and resides with his wife, Kelly, in Medina, Washington.

1. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment selections abilities.

 

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