Rick Goodwyn Advisor Headshot image

Rick GoodwynRick Goodwyn
Managing Director
Wealth Partner

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2022 • 2021

About Rick

Rick Goodwyn is a Managing Director, Wealth Partner and Portfolio Manager1 at J.P. Morgan Wealth Management.

As a founding member of The Holland Goodwyn Group, he develops comprehensive wealth management plans for high-net-worth individuals, corporate executives, foundations, institutions and endowments.

Rick draws on his knowledge of capital markets to present tailored and institutional-caliber asset management services that address a wide range of sophisticated financial situations. He employs a disciplined process to help grow and preserve significant assets. Rick's quantitative approach makes use of diversification strategies, hedging approaches and liquidity management. He collaborates in a consultative manner to build long-term relationships.

With more than 30 years of experience in the financial services industry, Rick has an extensive background that spans multiple disciplines. He spent the first part of his career in the institutional fixed-income world before accepting an opportunity in 1994 to work on the election campaign of a congressman to the U.S. Senate. Subsequently, he gained first-hand entrepreneurial know-how originating a pre-paid debit card startup, where he remained through B-round financing.

Rick joined Sycamore Ventures, a private equity firm in Princeton, New Jersey, and through his leadership and guidance, became a partner. Post 9/11, he came back to Wall Street as a risk manager for derivative products at Bear Wagner Specialists. In 2006, Rick joined a team at Lehman Brothers (later Barclays Capital) for the opportunity to enter the high-net-worth space. Since 2011, he has served as a Financial Advisor at J.P. Morgan, providing direct access to the firm's vast products and services array. An alumnus of Lafayette College, Rick earned a B.A. in Economics. He holds an M.B.A. in Finance from New York University's Stern School of Business.

1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.

Insights

Markets and Economy

Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio

September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Wealth Planning

Step-up in cost basis: What this tax rule means for inherited assets when someone dies

September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Wealth Planning

Liquidity is a step Great Wealth Transfer plans can miss

September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
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