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Zachary Curtis is a Client Service Associate with J.P. Morgan Wealth Management. As a member of Fagan & Boshart Wealth Management, Zack provides superior client service and operational support for ultra-high net worth individuals and their families, corporate executives, and small business owners. His responsibilities include onboarding procedures, wire transfers, journal entries, executing trades, monitoring accounts, and ad hoc requests. He works diligently to deliver an excellent client experience.
Prior to joining J.P. Morgan in 2018, Zack graduated from Bridgewater State University with a B.S. degree in Accounting & Finance and a Minor in Management. He was head of the University’s Student-Managed Investment Fund and led many projects for the Endowment Fund where he gained valuable professional and analytical skills. He holds FINRA Series 7 and 63 licenses.
Zack lives in Bridgewater, Massachusetts, and in his free time enjoys spending time with family and friends, being outdoors, and cycling. Zack found his passion for cycling after participating in the Rodman Ride for Kids in 2011. He has since competed in over 150 races and turned professional in 2016.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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