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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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