About Martha

Martha Sullivan is a Business Management Specialist with J.P. Morgan Wealth Management. As a member of The Minchello Group, she provides administrative and operational support for high-net-worth individuals as well as institutional clients. Martha's responsibilities include preparing financial reports, addressing inquiries, monitoring transactions and maintaining account records. She works diligently to deliver an excellent customer experience.

With 32 years of experience in financial services, she began her career in 1986 at EF Hutton as a Sales Assistant, and then moved to Dean Witter Reynolds, Lehman Brothers, Montgomery Securities and Citi Smith Barney, where she gained valuable relationship management experience. Martha joined J.P. Morgan in 2009. She holds FINRA Series 7 and 63 licenses.

In her free time, Martha enjoys time with family and traveling.

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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(617) 654-2407martha.sullivan@jpmorgan.com