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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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The Fed seems clear: Control inflation at the expense of growth
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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
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 Now