
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

Fiscal fireworks: How debt is rewriting the rules for the US and Japan
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New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
