Michael Morrone

Michael Morrone

Wealth Manager, J.P. Morgan Wealth Management
San Francisco

Michael Morrone

Wealth Manager, J.P. Morgan Wealth Management
San Francisco
  • Wealth Management Experience Since 2007
    Michael Morrone is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Morrone joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Morrone was a Wealth Manager at First Republic since 2021. Prior to joining First Republic, Mr. Morrone was a Managing Director and Relationship Manager at Abbot Downing, where he was responsible for managing complex client relationships, including asset management, planning, family dynamics, banking and fiduciary services. His client base includes, but is not limited to, ultra high net worth families and charitable organizations. Before his tenure at Abbot Downing, he served as a Senior Financial Planner in Wells Fargo’s Wealth Planning Center focusing on comprehensive wealth management solutions for ultra high net worth clients with an emphasis on sophisticated wealth transfer planning techniques, income tax planning, charitable giving, family governance planning and securities issues. Prior to his career in Wealth Management, Mr. Morrone was a Marketing Consultant for New Canoe and a Promotions Manager for Microsoft’s Sidewalk.com.
  • Education
    Mr. Morrone earned a bachelor’s degree from Colgate University majoring in History and minoring in Political Science. He received his JD from New England School of Law and his LLM in Corporate and Business Law from the University of San Diego School of Law.
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