Raymond LinRaymond LinInvestment Associate
About Raymond
Raymond Lin is an Investment Associate at J.P. Morgan Wealth Management.
As a value-added component of The GGC Group, Ray serves the investment needs of the team's affluent, highnet-worth individuals and families. He is skilled in portfolio management, implementation, reallocation, and investment and security research. His diligence, good listening skills and reputation for going above and beyond enable him to successfully conduct trading and performance reporting for the team.
Fluent in Mandarin, Ray is passionate about helping members of the Asian community across their comprehensive financial picture. He leverages his extensive network to connect like-minded individuals and engage around innovative ideas.
Ray leverages his background, experience and collaboration with his exceptional team to embody the principle that getting things done is important, but getting them done well is a mandate for each relationship. He is known as a tenacious individual and quitting is not in his vocabulary.
Before joining J.P. Morgan, Ray was at Merrill Lynch with his team. There, he rose from a client service role to a Wealth Advisor that could address the sophisticated needs of affluent individuals.
A native of the area, Ray graduated from New York University with a B.A. in Economics. He holds the FINRA Series 7 and 66 securities licenses.
Ray resides in Long Island City and in his free time, he likes to play basketball and golf, practice the piano, travel internationally and spend quality time with friends and family.
Insights
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April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now