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

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
Outlook

July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue

July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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