Bin NguyenBin Nguyen, CFP®, AIF®Executive DirectorWealth Partner
About Bin
Bin Nguyen is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
Bin provides guidance and advice for corporations, endowments, foundations and ultra-high-net-worth families. He helps these clients manage complexity and risk by drawing upon nearly two decades of experience in wealth management, family office advisory and institutional consulting. Bin leads the ERISA consulting efforts for the team, which has been named a Top DC Advisor team in 2020 and 2021 by the National Association of Plan Advisors (NAPA).1
Bin is in J.P. Morgan Wealth Management's Portfolio Manager Program, 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. He is a voting member of The MTN Group Investment Committee.
Before joining J.P. Morgan in 2009, he worked 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 PlannerTM (CFP) and an Accredited Investment Fiduciary®(AIF).
Bin sits on the Wealth Partners' Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management.
He is married with three boys and serves on the Board of the Plano Family YMCA.
Awards or rankings are not indicative of future success or results. 1Established in 2017, Top DC Advisor Team nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. 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. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
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.
Insights
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December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now