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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