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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Wealth Planning
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