About Zachary

Zachary Curtis is an Investment Associate with J.P. Morgan Wealth Management.

As a member of Fagan, Boshart & Trumbull Wealth Management, he provides operational and customer service support for high net worth individuals & their families, corporate executives, and small business owners. Zack's responsibilities include onboarding procedures, alternative investments, and developing goals-based planning strategies. He works diligently to deliver an excellent customer experience.

Prior to joining J.P. Morgan in 2018, Zack graduated from Bridgewater State University with a B.S. degree in Accounting & Finance and a Minor in Management. He was head of the University's Student-Managed Investment Fund and led many projects for the Endowment Fund where he gained valuable professional and analytical skills. Zack received his CERTIFIED FINANCIAL PLANNER™ designation in 2021 and also holds FINRA Series 7, and 63 licenses.

Zack lives in Bridgewater, Massachusetts, and in his free time enjoys spending time with family and friends, being outdoors, and cycling. Zack found his passion for cycling after participating in the Rodman Ride for Kids in 2011. He has since competed in over 150 races and turned professional in 2016.

CFP® Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insights

Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook

April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan

May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.