Bin NguyenBin Nguyen, CFP®, AIF®
Executive Director
Wealth Partner

"With an average age of 38 and combined 83 years of experience, we offer clients a rare combination of youthful energy and valuable experience. My team and I work hard to solve difficult problems for a diverse set of clients in a variety of industries throughout the country."

About Bin

Bin Nguyen provides guidance and advice for corporations, endowments, foundations and ultra-high-net worth families. Bin is a Wealth Partner who also manages portfolios in the J.P. Morgan Wealth Management's Portfolio Manager Program and consults with retirement plan sponsors regarding ERISA retirement plans. He is a voting member of the MTN Group Investment Committee. Before joining J.P. Morgan in 2009, he worked alongside Mark and Brad in the Global Wealth Management business at Merrill Lynch. Bin holds a B.S. from the University of Texas at Austin. He is a Certified Financial Planner (CFP®), an Accredited Investment Fiduciary AIF® and is fluent in Vietnamese. As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Bin is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc. AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.



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