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 GC 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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