Victoria KimVictoria KimInvestment Associate
About Victoria
Victoria Kim is a Wealth Advisor with J.P. Morgan Wealth Management.
As a member of The Mastrocola Bardaro & Mehra 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 Mastrocola Bardaro & Mehra 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
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now