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Michael Taggart
Investing is a dialogue, not a monologue.

Michael Taggart, CFA®

Managing Director

Michael Taggart, CFA®


212.272.2044

michael.taggart@jpmorgan.com

277 Park Avenue
New York, NY 10172

Awards & Recognition1

 

Financial Times 2020 Top Financial Advisers logo

Barron's

Top 1,200 Financial Advisors

2021 · 2020 

Forbes

Best-In-State Wealth Advisors

2021 · 2020

Top Wealth Advisors

2019

Financial Times

Top 400 Financial Advisers

2020 · 2019

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.
1.America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Awards or rankings are not indicative of future success or results.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.

 

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