Kelsey LindKelsey LindInvestment Associate
About Kelsey
Kelsey Lind is an Investment Associate with SVDG Partners at J.P. Morgan Wealth Management. As a member of the team, Kelsey provides operational and administrative support for high-net-worth individuals and their families. Kelsey's responsibilities include servicing and managing existing relationships, and supporting the team's clients in all aspects of the business. She handles a wide variety of customer inquiries and tasks, including transferring of funds, monitoring transactions, executing trades and preparing financial reports. She constantly strives to provide the highest level of personalized service.
Kelsey graduated from the University of California, Santa Barbara with a B.A. in Economics and Accounting. With four years of experience in financial services, she began her career in 2014 at Santa Barbara Costal Advisors as a Client Service Representative, and then moved to UBS, where she worked as an Analyst in its Wealth Management division. Kelsey joined J.P. Morgan in 2016. She holds FINRA Series 7 and 66 licenses.
Kelsey grew up in the suburbs of Philadelphia and was very happy to see the Eagles win their first Super Bowl in 2018. She enjoys hiking, boating and travel.
Insights
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now