About Samir

Samir Mahat is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Corbett, Mason, and Warren Group, she provides operational and customer service support for sophisticated clients and high-net-worth individuals and their families. Samir's responsibilities include executing trades, addressing inquiries, and monitoring transactions. She recognizes the critical nature of her forward-facing role.

Samir graduated from Suffolk University with a Bachelor's degree and with six years of experience in financial services, she started her career in 2016. Samir joined J.P. Morgan and the team in 2019. She holds FINRA Series 6, 7 and 63 securities licenses. Outside of the office, Samir likes to spend time with her family and friends and try new restaurants.

Insights

Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Investing

Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
Markets

5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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