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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now