About Mackenzie

Mackenzie Faughnan is a Client Associate with J.P. Morgan Wealth Management.

In her role on the O'Callaghan Thomas Team, she provides operational and account administration support to high-net-worth individuals and families. Mackenzie's responsibilities include onboarding procedures, marketing and new business development, expense and budget management, and transferring of funds. She works to enhance the client experience by providing exceptional client service.

Mackenzie graduated from the Cox School of Business at Southern Methodist University in 2023 with a B.B.A. in Marketing. She also received a minor in Advertising and was a member of the Cox Women in Business Club. Prior to joining the team, Mackenzie completed internships at Harbor Asset Private Wealth Management in Greenwich, CT, and most recently at Private Equity firm Veritas Capital in New York City. She joined J.P. Morgan upon graduation, where she has built the foundation for a career in financial services.

Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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