Shadi Mullin is a Vice President and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. As a member of the Solursh Pollock Group, her primary responsibilities include research, trading and development of new business. Shadi also develops customized asset allocation and investment management strategies to help clients meet their financial objectives. She is a member of the J.P. Morgan Securities Portfolio Manager Program (PM Program), an exclusive group of advisors who have completed a screening process to manage discretionary assets, and are subject to on-going qualitative and quantitative reviews.
Shadi’s strength in mathematics and finance has served as the foundation for managing client assets for more than a decade. She leverages J.P. Morgan’s resources and thought leadership to determine an appropriate investment mix corresponding to their individual risk tolerance and return parameters. Shadi’s personal attributes of hardwork, tenacity, consistent communication and attention to detail all contribute to her client centric approach to managing client relationships.
She began her financial services career at Bear Stearns, J.P. Morgan Securities' predecessor firm, in 1999, transitioning with the team in 2008 in her current capacity.
Shadi grew up in Connecticut and Minnesota. A graduate of the University of Wisconsin, Shadi earned a B.S. degree in Economics with a Math emphasis. She now lives in Beverly Hills, and in her spare time, likes to travel, sail and read. Shadi is active in her community, volunteering at organizations committed to children’s issues and the arts.
Registered States: AZ, CA, CO, CT, DE, D.C., FL, GA, HI, ID, IL, LA, MD, MI, MN, MS, NE, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SD, TN, TX, WI