Maisie MulcahyMaisie MulcahyClient Associate
About Maisie
Maisie Mulcahy is a Client Associate at J.P. Morgan Wealth Management.
Maisie builds long-term relationships with clients, helping them streamline their financial affairs and address their operational needs. A warm and welcoming presence in the office, she offers a highly responsive service ethic grounded in her desire to make clients' lives easier and simpler.
Within the team, Maisie is responsible for a range of client priorities, including new account onboarding, money movement and transfers, account administration, technology facilitation, and special projects. As a central point of communication, she excels in connecting clients to the resources they need, firm-wide. Maisie notes that client interaction is her favorite part of her role— a dynamic that demonstrates how much she values each person and family.
Maisie has more than two decades of experience in wealth management. Prior to her current tenure, she was a Client Service Associate with First Republic Investment Management, where she worked for more than five years. She began her career in 1999 with Merrill Lynch Wealth Management, where she took on increasing responsibilities in roles that included Client Associate. Maisie holds FINRA Series 7 and 63 securities licenses.
Originally from Nebraska, Maisie has lived in Boston for more than 25 years. She enjoys traveling to Colorado to see her family. In her free time, you'll find her on the pickleball courts or reading a good book.
Insights
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now