About Zachary

Zachary Calahan is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Zac works closely with high-net-worth families, providing tailored advice and guidance to address their specific objectives and help them to grow, preserve and transfer their wealth effectively. He also oversees retirement plans for private equity firms and other business entities.

A skilled problem solver, Zac enjoys uncovering creative approaches for a range of financial needs. He values transparency and communication, enabling clients to develop an informed understanding of the opportunities and challenges inherent in managing significant wealth. Zac has extensive experience in portfolio analytics and construction and stays apprised of developing themes in the capital markets. He is sensitive to each client's risk tolerance, time horizons and investment preferences.

Zac and the other members of The Atwood Group joined J.P. Morgan in 2023 from First Republic, where he had served as a Vice President and Wealth Manager since 2018. He was previously a Financial Advisor with the team within Merrill Lynch's Private Banking and Investment Group.

Zac is a graduate of Franklin and Marshall College.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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