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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
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