About Zachary

Zachary Langevin is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The MTN Group, Zach supports the team's institutional and ultra-high-net-worth clients by delivering differentiated, client-driven investment analysis aligned with their evolving needs and priorities. He collaborates closely with portfolio managers and advisory teams to help ensure strategies reflect both client objectives and market dynamics. In his role as a dedicated private investments analyst, he sources and organizes essential information for limited partners, liaises with general partners and oversees activity across private investment funds with commitments exceeding $100 million.

Zach joined J.P. Morgan in 2023 through the firm's Analyst Rotation Program, a rigorous, two-year experience that provides broad exposure to portfolio management, alternative investments and operational strategy. His foundation in wealth management began with multiple internships, including the firm's highly competitive Summer Analyst Program, where he deepened his skill set in strategic portfolio construction and investment advisory.

Zach earned a B.S. in Business Administration with a minor in Philosophy from the Max M. Fisher College of Business at The Ohio State University. He holds the FINRA Series 7 and Series 66 securities licenses.

Insights

Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Wealth Planning

Communicating wishes when preparing for a death

December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.