Richard ZinmanRichard ZinmanExecutive DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Richard
Richard Zinman is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
With more than 20 years of financial industry experience, he works directly with a diverse range of successful clients, including media and entertainment industry professionals, entrepreneurs, high-net-worth individuals and their families, to impart his unique perspective on the critical need for sound investment management and advisory support.
Leveraging his first-hand experience with the capital markets, and his academic studies in Economics at Cornell University and Finance at New York University's Stern School of Business, Richard guides and advises clients in favorable and challenging investment environments. He understands that long hours, grueling travel and the constant demands successful individuals face can distract from the need to plan for the future. Richard employs his experience and relationship management skills to share his client-centric core beliefs and holistic approach to wealth management. With a penchant for simplifying financial complexities and building strong connections, he serves as a trusted advisor to support his clients' financial success.
Richard began his career in 1984 as an Associate at Citibank in its Capital Markets Group. He subsequently worked in Corporate Finance as a Vice President at Drexel Burnham Lambert. Richard spent 10 years in the entertainment industry as a producer at Sony Pictures and as a studio executive at Savoy Pictures. Since 2004, Richard has developed strong advisory capabilities to serve the integrated needs of his clients, including asset allocation, estate planning, mortgage lending, lines of credit, philanthropic strategies and next-generation preparation. Richard worked at UBS Financial Services, Morgan Stanley and Merrill Lynch before joining J.P. Morgan in 2018, drawn to the power and greatness of the firm.
A graduate of Cornell University, where he earned a B.A. in Economics, Richard holds an M.B.A with a concentration in Finance from NYU's Stern School of Business. Richard was recently appointed to the Board of Trustees of the Buckley School.
Richard lives in Studio City with his wife, three daughters and their two dogs. In his free time, he enjoys live music, grilling in his backyard and agonizing as a lifelong New York Knicks fan.
Insights
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There 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 Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There 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 NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now