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

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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