Title: Banker
Company: J.P. Morgan
Location: Dallas, Texas, United States
Zack Zuhdi, banker at J.P. Morgan, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in investing and financial planning.
With 21 years of experience to his credit, Mr. Zuhdi has excelled as a banker at J.P. Morgan since 2018. In his role, he oversees the financial planning, investments, banking, lending, and insurance needs for his clients in the ultra-high net worth space. He initiated his involvement with the same as an investment specialist from 2008 to 2014 and as a market manager from 2014 to 2016. He began his career as a financial advisor at Merrill Lynch from 2002 to 2003 and later worked as an assistant director at Love’s Entrepreneurship Center from 2007 to 2008. He found success at Morgan Stanley as a wealth advisor from 2016 to 2018.
Before embarking on his professional path, Mr. Zuhdi pursued an education at the University of Miami where he earned a bachelor’s degree in marine science affairs in 2002. He continued his academic efforts at Oklahoma City University, graduating with a Master of Business Administration in 2007. He holds a certification as an investment management analyst from the Investments and Wealth Institute in 2021. Additionally, he is a certified scuba instructor.
Beyond his responsibilities within the field, Mr. Zuhdi has participated in numerous endeavors outside of his professional circles. He served on the advisory council at Oklahoma City University’s Meinders School of Business and volunteered with the Surfrider Foundation, the Oklahoma Hall of Fame, the Allied Arts, A Chance to Change, and the Phoenix Organization. He builds and maintains sober homes for women and does public speaking about addiction recovery.
In addition to his primary vocation, Mr. Zuhdi remains affiliated with various organizations in relation to his areas of expertise. He was a member of the Red Bud Foundation, the Oklahoma Venture Forum, the Fit Kids Coalition and Catalyst, and the Allied Arts Young Patrons. In light of his impressive undertakings, he has accrued several accolades throughout his career. He was named on the 40 Under 40 list by The Oklahoman and presented with several internal company awards.
In the immediate future, Mr. Zuhdi intends to continue developing his own company so he can capitalize even more robustly on his vast body of professional experiences. He seeks to increase his exposure not just through Dallas but in Oklahoma and nationally.
For more information, please visit:
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