Peter MullenPeter MullenInvestment Associate
About Peter
Peter Mullen is an Investment Associate at J.P. Morgan Wealth Management.
Peter graduated cum laude from Colgate University with a B.A. in History and minors in English and Religion. He began his career as a Financial Analyst and later served as a Wealth Management Professional within Private Wealth Management at Goldman Sachs, supporting ultra-high-net-worth individuals, institutions, endowments, and nonprofits. Peter holds the SIE, Series 7, Series 66, and Series 63 licenses.
Peter joined industry veteran Jeff Burke at KTB Partners, JPMorgan Advisors, helping build the broader team. Jeff brings over two decades of private banking and wealth management experience, including executive and leadership roles at JPMorgan. Together, they combine Peter’s analytical, client-focused approach with Jeff’s institutional depth to deliver tailored strategies that leverage JPMorgan’s resources while maintaining a boutique, highly personalized experience.
Originally from Riverside, CT, Peter is active in the Brunswick School and Colgate alumni networks and serves on the Associate Board of Breakthrough NY, supporting students from seventh grade through college. He lives in Battery Park City and enjoys swimming at Asphalt Green, playing basketball on the West Side Highway, and spending time with family at Rockaway Beach. Like Jeff, Peter is committed to thoughtful client engagement, actively listening to clients’ goals, priorities, and challenges. He works closely with clients across wealth modeling, planning, investment selection, portfolio construction, lending, and estate planning strategies. Peter and Jeff are committed to delivering exceptional client service by providing tailored solutions that leverage JPMorgan’s extensive capabilities.
Insights
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September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowFinancial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowYear-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowMind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now