Zachary CalahanZachary CalahanVice PresidentWealth Advisor
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
Redefining family wealth as well-being
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now