Zachary NgaiZachary Ngai

Senior Client Associate

Zachary Ngai is a Senior Client Associate at J.P. Morgan Wealth Management.

As a Senior Client Associate for the OCB Group, Zac provides operational and administrative support for high-net-worth individuals and families. He facilitates money movements, account maintenance, and ad hoc requests, acting as a reliable point of contact for clients and internal partners. Zac is known for his attention to detail, dedication, and responsiveness. He works collaboratively, effectively, and efficiently with colleagues and clients across the team.

Zac graduated from Boston University with a B.S. in Business Administration, concentrating in finance on the investment management track. He began his career as an Area Manager at Amazon, where he developed strong people skills and operational discipline by managing teams and supporting daily operations. He holds FINRA Series 7 and 66 securities licenses.

Zac grew up in the peninsula of the Bay Area and still lives there. In his spare time, he enjoys watching Formula 1, reading, and staying active.