Bin NguyenBin Nguyen, CFP®, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
About Bin
Bin Nguyen is a Managing 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.
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.
Awards or rankings are not indicative of future success or results. ^1^Established 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.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members 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
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members 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 NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now