Kelsey LindKelsey LindInvestment Associate
About Kelsey
Kelsey Lind is an Investment Associate at J.P. Morgan Wealth Management.
As an integral part of SVDG Partners, Kelsey works closely with the other team members to deliver discretionary portfolio strategies for high-net-worth individuals and their families. She focuses on the 'whole' of the relationship and the entirety of clients' needs, offering a highly attentive experience.
Kelsey understands that every individual tells a unique story, and she draws from her investment background to assess their broader picture before narrowing her focus to more specific areas of interest. She serves as an experienced sounding board to integrate banking, lending, trust & estate planning and more. Kelsey's solution orientation propels her to go the extra mile and find the answers that individuals seek. She is known for her patient and positive presence and ability to create connections that can enhance clients' lives.
Over the course of a five-plus year career in wealth management, Kelsey has gained a diverse set of skills especially tailored to the sophisticated needs of wealthy clients. Her strengths include portfolio evaluation, trade execution, market analysis and fund transfers.
Kelsey earned a B.A. in Economics and Accounting from the University of California, Santa Barbara. While in school, she interned as a Summer Investment Analyst at UBS, an experience that fueled her interest in wealth management. She holds the New York State life & health insurance licenses.
Outside of the office, Kelsey loves to travel, cook and explore all that the city has to offer. She enjoys the outdoors and is a recent convert to the game of golf. Kelsey finds time to give back to the community and formerly mentored students in an entrepreneurial program in the Bronx.
Insights
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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