Zachary Calahan is a Vice President and Wealth Manager with J.P. Morgan Wealth Management.
Mr. Calahan joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Calahan was a Vice President and Wealth Manager at First Republic since 2018. Prior to joining First Republic, Mr. Calahan was a Financial Advisor for the Atwood Group within Merrill Lynch’s Private Banking and Investment Group in Boston. He joined Merrill Lynch in 2013. Mr. Calahan provides tailored advice and guidance to address the specific objectives of each client. He works closely with high-net-worth families, helping them grow, preserve and transfer wealth effectively. Mr. Calahan also oversees several retirement plans for private equity firms and other business entities.
A skilled problem solver, Mr. Calahan enjoys uncovering creative approaches for a range of financial needs. He values transparency and communication, enabling clients to develop an informed understanding of the opportunities and challenges inherent in managing significant wealth. He also has extensive experience in portfolio analytics and construction. Mr. Calahan stays apprised of developing themes in the capital markets sensitive to each client’s risk tolerance, time horizons and investment preferences.
Mr. Calahan earned his undergraduate degree from Franklin & Marshall College.