Michael TaggartMichael Taggart, CFA®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Barron's
Forbes
About Michael
Michael Taggart, CFA®, is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As the founder of the Taggart Group, he provides customized investment advisory guidance to address the multitude of complexities that often accompany significant wealth.
With almost 30 years of financial industry experience, Michael works directly with high-net-worth individuals and their families to develop personalized investment strategies to meet each client's unique needs and circumstances. He is particularly adept at managing concentrated investment positions within the context of the overall portfolio. Michael applies a high-touch and family-office-style approach to help clients secure a financial legacy for the next generation. He is committed to building strong relationships with his clients, and is fond of saying that "investing is a dialogue, not a monologue."
As a member of the 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 to assess each advisor's investment strategy. This exacting attention to detail enables him to select individual securities and actively manage portfolios on behalf of the team's clients. Michael believes that investing in individual securities offers the highest level of transparency, liquidity and customization.
Growing up in New Jersey, Michael was surrounded by professional investors. This exposure piqued his interest in the field and he began his career at Chase Private Bank in 1990. He moved to Mellon Bank and U.S. Trust before spending 10 years at Merrill Lynch. Michael and his team joined J.P. Morgan in 2018, drawn to the organization's world-class research capabilities and deep offering of ancillary services.Michael graduated from Dickinson College in Carlisle, Pennsylvania, with a B.A. in Economics and Political Science. He earned an M.B.A. from New York University's Stern School of Business with a concentration in Finance and International Business. Additionally, Michael holds the Chartered Financial Analyst® designation.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowMarch 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarch 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowZooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now