Open to opportunities

Zachary Pumphrey

@zacharypumphrey

Wealth management and finance professional leveraging 3+ years at J.P. Morgan to deliver HNW portfolio analysis and advisory.

United States

Message

What I'm looking for

I’m seeking to leverage my analytical foundation and capital markets knowledge in a financial analyst, investment operations, or corporate finance role—building on my wealth management experience to drive client value and consistent goal achievement.

I’m a results-driven finance professional with 3+ years at J.P. Morgan Wealth Management and Oppenheimer & Co., specializing in portfolio analysis, HNW client advisory, and financial planning. In my current role as Private Client Advisor (Vice President of Investments), I built and actively manage a $40M+ client book within my first year, delivering tailored wealth strategies across investments, banking, and lending.

I conduct rigorous portfolio reviews and financial needs analyses, optimizing asset allocation and identifying growth opportunities, while collaborating with JPMorgan specialists in investment banking, tax, and estate planning to deliver comprehensive financial plans. Previously, I promoted to Financial Advisor & Partner and earned a seat on a $150M AUM team based on performance and analytical ability, bringing a hands-on focus on onboarding, compliance documentation, daily operations, and data-driven investment recommendations.

Experience

Work history, roles, and key accomplishments

Current

Private Client Advisor

Current

J.P. Morgan Wealth Management

Mar 2025 - Present (1 year 3 months)

Built and managed a $40M+ client book within the first year, delivering tailored wealth management strategies for high-net-worth clients. Conducted portfolio reviews and financial needs analyses and partnered with JPMorgan specialists to exceed monthly new asset and revenue goals.

Portfolio Analysis Asset Allocation Financial Planning Risk Assessment Financial Modeling Bloomberg Terminal Salesforce CRM Client Relationship Management Wealth Management

Financial Advisor & Partner

Oppenheimer & Co. Inc.

Oct 2022 - Mar 2025 (2 years 5 months)

Promoted to Financial Advisor & Partner within 1.5 years, earning a seat on a $150M AUM team based on performance and client relationship management. Co-managed HNW relationships across a $150M book and led client onboarding, compliance documentation, and daily advisory operations.

Portfolio Analysis Financial Planning Client Relationship Management Financial Modeling Regulatory Compliance Client Onboarding Asset Allocation Market Research