Kim FonsecaKim FonsecaExecutive DirectorWealth Advisor
LinkedInAbout Kim
Kim Fonseca is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As the founder of The Fonseca Group, Kim provides investment management services to a range of successful clients, including high- and ultra-high-net-worth individuals and their families, investors, entrepreneurs, and executives. He draws from a career that has spanned more than forty years to address the sophisticated complexities that often accompany substantial wealth.
Using a goals-based approach, Kim designs customized portfolios and strategies that align with each individual's personal intentions and requirements. He brings a conservative focus, employing a portfolio strategy that is based on municipal fixed income. Kim is skilled in navigating across the firm to address his clients' needs for trust and estate planning, lending and more. Known for his seasoned knowledge base, he works closely with each individual to transform complex financial situations into clear and simple ideas.
Kim developed institutional capital markets experience at Lehman Brothers and later, Salomon Brothers, where he became one of the top fixed-income advisors and a Senior Vice President. While there, he delivered wealth planning and investment advice to some of the firm's most affluent clients. Throughout his career, Kim has built a strong internal network with the bond trading desks and other investment professionals. He joined J.P. Morgan in 2013 and is pleased to work for a firm that emphasizes placing clients first.
An influential leader in his local community, Kim supports numerous non-profit organizations that are personally meaningful to him. He is Chairman-elect of the Board of Directors for the Boys and Girls Clubs of Palm Beach County, where he has hosted the organization's Tower Shoot for many years, raising funds to support the youth of Palm Beach County. He dotes on his two Black labs, Harry and Aspen, who love to go hunting with him.
Insights
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