About Samir

Samir Mahat is a Client Associate with J.P. Morgan Wealth Management. As a member of the Corbett Mason Group, she provides operational and customer service support for sophisticated clients and high-net-worth individuals and their families. Samir's responsibilities include executing trades, addressing inquiries, and monitoring transactions, working closely with Dawn Corrigan. She recognizes the critical nature of her forward-facing role.

Samir graduated from Suffolk University with a Bachelor's degree and with 5 years of experience in financial services, she began her career in 2016. Samir joined J.P. Morgan in 2019 and supporting the team. She holds FINRA Series 6, 7, 63 licenses. In her free time, Samir likes to spend time with her family and friends and try new restaurants.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(617) 233-7582samir.mahat@jpmorgan.com