Kevin DuongKevin Duong, CFA®AssociateClient Associate
About Kevin
Kevin Duong is a Client Associate at J.P. Morgan Wealth Management.
An integral member of The Babrick Team, Kevin works closely with high-net-worth clients to streamline their operational needs and support their administrative priorities. A calm and composed presence in the office, he has earned a reputation for managing activities in a steady and experienced manner. Kevin holds a number of responsibilities on the team, including journal entries, client requests and team communications.
Prior to joining J.P. Morgan Wealth Management with his team in 2023, Kevin spent two years with First Republic Investment Management, where he was a Private Wealth Client Service Associate. Earlier in his career, Kevin served as an Advanced Clearing Service Associate with Wedbush Securities, where he began his financial services tenure in 2018.
Kevin earned his B.S. in Economics from California State Polytechnic University-Pomona. He is a CFA®Charterholder, awarded through the CFA®Institute. Very active with the CFA Society of Los Angeles, Kevin volunteers regularly, contributing to its efforts to promote integrity, professional excellence and engagement among its members and the wider community.
A resident of Pasadena, Kevin enjoys participating in outdoor sports, and spending time with his fiancée and his dogs.
Insights
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowA tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowMind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowNew York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowManaging cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read NowEye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read NowThe importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowWhen is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowInsight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now