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Zach MullaneyZach MullaneySenior Client Associate
About Zach
Zach Mullaney is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of The Reiser Wealth Management Group, he provides customer service and administrative support for high-net-worth individuals and families. Zach's responsibilities include preparing financial documents, distributing research, and coordinating the operational aspects of the team. He works diligently to deliver an excellent customer experience.
Zach graduated from Bentley University with a B.S. in Finance. With 2 years of experience in financial services, he began his career in 2021 at Fidelity Investments as a Client Associate. He joined J.P. Morgan in January of 2023 and holds FINRA Series 7 and 66 securities licenses.
Zach currently lives in Westwood, Massachusetts. Outside of the office, he enjoys spending time with his family and friends, traveling, staying active in the gym, and skiing.
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now