About Samir

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

As a member of the Corbett Mason 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, working closely with Dawn Corrigan. She recognizes the critical nature of her forward-facing role.

Samir graduated from Suffolk University with a Bachelor's degree and with 5 years of experience in financial services, she began her career in 2016. Samir joined J.P. Morgan in 2019 and supporting the team. She holds FINRA Series 6, 7, 63 licenses. In her free time, Samir likes to spend time with her family and friends and try new restaurants.

Insights

Outlook

How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
Markets

Pushbacks and Top Tracks: A Mid-Year Mixtape

June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
Wealth Planning

How to successfully pass down the family vacation home

June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor ­­­­­­– and allow them to truly enjoy the family vacation home.Read Now
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