Phyllis is a Managing Director/Wealth Partner at J.P Morgan Advisors and co-founder of The Tabachnick Oskin Group at J.P. Morgan Securities. She serves the investment management needs of individuals, families, and business owners, maintaining a strong commitment to her clients and guiding them in making the tough decisions required to protect and grow their assets.
Phyllis has been at J.P. Morgan and its predecessor firm for over 25 years. She came to Bear Stearns in 1989, transitioning to J.P. Morgan in 2008. A native of Akron, Ohio, Phyllis graduated from Northwestern University and currently lives on the north side of Chicago. She believes passionately in giving back to the community, serving as a mentor to young people in their professional and civic endeavors. Her volunteer work includes the JUF Board of Directors and Investment Committee, JCC Chicago Board of Directors, Hillel's of Illinois, Northwestern University Hillel, and the JCC Association Board. She also supports JCYS, BBYO, Executive Service Corps, and Northwestern University Alumni Association.