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Michelle Runyon

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.


 

(415) 772-2942

michelle.runyon@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

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.

Michelle Runyon

Executive Director


415.772.2942

michelle.runyon@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Specialist Resources

Can assist J.P. Morgan Advisors on a case-by-case client basis.

 

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This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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