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.