Richard S. HathawayRichard S. Hathaway
Managing Director
Wealth Advisor

"I have developed a multigenerational practice based on seeking conservative growth and capital preservation for my clients."

About Richard

Richard Hathaway is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

With more than four decades of experience in the financial services industry, Richard serves multigenerational ultra-high-net-worth families, business owners, foundations and institutions.

Richard takes a highly individualized approach to each relationship, assisting clients in defining their financial goals and striving to understand their tolerance for risk. He leverages the breadth of J.P. Morgan's resources, including comprehensive wealth advisory guidance, alternative investments and portfolio management, to deliver suitable strategies focused on conservative growth and capital preservation that help them pursue their distinct objectives.

The experience Richard has acquired through several market cycles is vital to his process of building tailored portfolios that emphasize asset protection, long-term growth and low volatility. He calls on the array of financial service professionals at J.P. Morgan to help address his clients' needs for investments, trust and estate planning, private banking, philanthropy, mortgage and credit services.

Richard began his career at Blyth, Eastman Dillon and other established firms before joining Bear Stearns and becoming a Limited Partner and Managing Director early in his career. He transitioned to his current role in 2008.

Richard graduated from Roanoke College, earning a B.B.A. in Economics. He is a Trustee of the College and sits on the Finance Committee. He also serves on the board of the Family Enterprise Institute at Kennesaw State University.

Richard and his wife live in the Atlanta area and have two grown children. In his free time, he enjoys playing golf and tennis.

Insights

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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