Phyllis Tabachnick Photo

Phyllis Tabachnick

Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities

Phyllis Tabachnick is a managing director 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.

By leveraging the resources of J.P. Morgan, Phyllis’ clients have access to the wide spectrum of the firm’s thought leadership, investment services and banking capabilities. Beyond these resources, the strength of The Tabachnick Oskin Group is the depth of the ongoing relationships they have with their clients and their families.

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.