Mackenzie CullensMackenzie Cullens
About Mackenzie
Mackenzie Cullens is a Client Associate at J.P. Morgan Wealth Management.
Mackenzie works closely with clients, easing their administrative needs so they can focus on their personal and professional priorities. Diligent and detail oriented, she is a skilled multi-tasker who enjoys the dynamic nature of each day, helping clients resolve their inquiries and enact a more serene approach to their lives and wealth.
Within the team, Mackenzie focuses on account onboarding, investment operations, account administration, money movement, and client communications. Outgoing by nature, she enjoys speaking with clients and learning more about them so that she can better anticipate their preferences and needs. Mackenzie offers a positive outlook, gratified to help clients tackle issues large or small. She points to her team as one of her favorite aspects of her role, proud to be part of a close-knit group that is united in their efforts to help clients succeed. A student of the markets, Mackenzie also enjoys deepening her knowledge of wealth management so she can better support clients and their families.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Mackenzie was a Registered Client Service Associate with First Republic Bank, where she worked for more than three years. Earlier, she served as a Research Analyst Intern with Oppenheimer & Co., where she worked from 2017 through 2020. Mackenzie began her banking career in 2019 with First Republic, where she was an Enterprise Risk Management Intern.
Originally from the Palm Springs area, Mackenzie moved to Marin County as a teenager and loves living in San Francisco. She earned her B.A. in Economics from the University of California, Los Angeles, where she was an Investment Banking Committee Member for Bruin Women in Business. She holds FINRA Series 7 and 66 and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Outside the office, Mackenzie enjoys doing Pilates, yoga, and Peloton. She also likes to sample the many cuisines that San Francisco has to offer and welcomes ideas for new restaurants to add to her list.
Insights
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August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
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