He subsequently joined J.P. Morgan as an investment specialist in 2008 and was promoted to a market manager in 2014.
DALLAS, TX, December 08, 2023 /24-7PressRelease/ — Zack Zuhdi has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
With more than two decades of excellence in investments and financial planning for institutional families and high-net worth families, Mr. Zuhdi has earned distinction as a banker with J.P. Morgan. Since 2023, he has focused his efforts on authentically overseeing the financial planning, investments, banking, lending needs and insurance needs for his clients through Zuhdi Wealth Advisory. Additionally, he lends his expertise to the advisory council for the Oklahoma City University Meinders School of Business.
Prior to his current role, Mr. Zuhdi began his career as a financial advisor with Merrill Lynch in 2002 and became the assistant director of Love’s Entrepreneurship Center in 2007. He subsequently joined J.P. Morgan as an investment specialist in 2008 and was promoted to a market manager in 2014. He continued his career as a wealth advisor for Morgan Stanley in 2016. Among his professional accomplishments, he was added to the 40 Under 40 list by The Oklahoman. He is also proud to be able to consistently service and understand his clients’ needs, delivering the highest level of strategic advice that anyone can find.
Prior to embarking on his professional journey, Mr. Zuhdi earned a bachelor’s degree in marine science affairs from the University of Miami in 2002. Following this achievement, he attained a Master of Business Administration from Oklahoma City University in 2007. Well-qualified in his field, he is a certified investment management analyst with the Investments and Wealth Institute.
Looking to the future, Mr. Zuhdi intends to grow his firm and increase his exposure nationally as well as locally. He also engages in a great deal of charitable work, including volunteering with the Phoenix Organization, A Chance to Change, Allied Arts and the Surfrider Foundation. He is also a valued member of the Fit Kids Coalition and Catalyst, the Oklahoma Venture Forum and the Red Bud Foundation.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who’s Who® website at www.marquiswhoswho.com.
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