
Victoria KimVictoria KimInvestment Associate
About Victoria
Victoria Kim is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Mastrocola Bardaro & Gilligan Group, Victoria works closely with high-net-worth clients and their businesses, acting as their trusted advisor through all of life's milestones. This comprehensive approach to holistic wealth planning enables her to present sophisticated strategies that align with clients' wants and needs.
Over a career devoted to the financial industry, Victoria has witnessed the positive impact that a great wealth manager can make in the lives of clients. She began at People's United Bank before joining the Chase Private Client team in Southampton, New York and has risen through the ranks of J.P. Morgan. In 2020, Victoria moved to Boston to support the firm's New England market expansion before joining her current partners at J.P. Morgan's The Mastrocola Bardaro & Gilligan Group. Leveraging her intimate knowledge of the firm's rich resources, Victoria, her team, and their various specialists deliver financial strategies across investment, planning, banking and lending.
Victoria was born and raised in South Korea, educated in Guam, and attended SUNY Stony Brook, where she earned a B.S. in Psychology. Her multicultural upbringing and love for behavioral science have provided profound influences on her ability to both anticipate and adapt to the inevitable challenges of wealth advisory. She has a particular interest in advocating for women by providing advice and access that can augment their legacies as investors, philanthropists and leaders. Part and parcel, she is a member of Women on the Move, an initiative encouraging female professionals to create more opportunities for future generations.
Now living in Cambridge, Massachusetts, with her husband, Brian, Victoria enjoys creating pottery, snowboarding, and hiking. Long interested in volunteering, she is a sponsor with World Vision, helping children enjoy a healthy childhood and brighter future.
Insights

$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
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September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
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Using donor-advised funds to create college scholarships
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Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
