Richard ZinmanRichard ZinmanExecutive DirectorWealth Partner
LinkedInAbout 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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now