Richard ZinmanRichard ZinmanManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Richard
Richard Zinman is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Richard brings more than 20 years of financial industry experience and 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 and Finance, Richard guides and advises clients through both 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 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, he has leveraged his 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 is on 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 rejoicing as a lifelong New York Knicks fan.
Insights
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 Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.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 NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now