Michael Yeung

Michael Yeung

Wealth Manager, J.P. Morgan Wealth Management
New York

Michael Yeung

Wealth Manager, J.P. Morgan Wealth Management
New York
  • Wealth Management Experience Since 2010
    Michael Yeung is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Yeung joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Yeung was a Wealth Manager at First Republic since 2021. Prior to joining First Republic he was a Vice President at Morgan Stanley, which he joined in 2014. Prior to Morgan Stanley, Mr. Yeung was an Authorized Officer at UBS AG Singapore, which he joined in 2010 and where he served as a Portfolio Strategy Investment Specialist. Mr. Yeung leads and manages his team’s investment strategy. He combines personalized goals along with portfolio strategies to help serve the needs of his high net worth clientele and their families. He focuses on the following key areas: multigenerational wealth planning, alternative investments, life insurance, sustainable and responsible investing, asset allocation, portfolio hedging and estate planning strategies, as well as global macroeconomic research.
  • Education
    Mr. Yeung earned his bachelor’s degree in Political Science from New York University. He also is a Certified Portfolio Manager® through the Academy of Certified Portfolio Managers at Columbia University.
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