Kevin XiongKevin XiongVice PresidentWealth Advisor
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About Kevin Xiong
Kevin Xiong is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As the team’s head of client strategy, Kevin provides holistic financial guidance to founders, families, and corporate executives in shaping their investment and wealth planning strategies before and after liquidity events. His focus areas include investment portfolio optimization, concentrated position management, tax mitigation, estate planning, insurance strategies, and corporate cash management, supported by the global capabilities of J.P. Morgan.
Kevin’s approach draws upon years of advisory and strategic leadership in the innovation economy. As a consultant in McKinsey & Company’s San Francisco office, Kevin advised executive teams of Fortune 100 healthcare, technology, and consumer companies on growth strategy, digital transformation, and operational excellence. His digital health expertise led him to Microsoft-funded health data startup Truveta, where he helped the company secure its Series A funding round and grow to over 100 employees. Subsequently, Kevin was recruited by Cedar, a healthcare fintech unicorn backed by Andreessen Horowitz, Founders Fund, Tiger Global, and Thrive Capital to serve as Chief of Staff, then as Director of Product Strategy & Operations. Motivated by a desire to work directly with clients to make an impact in their lives, Kevin rejoined J.P. Morgan, where he began his career over a decade ago as a Summer Analyst.
Kevin graduated magna cum laude from Harvard College with an A.B. in Economics and secondary (minor) in Applied Mathematics. He also holds a Master of Philosophy in Asian & Middle Eastern Studies from the University of Cambridge, graduating with first-class honors as a John Eliot Harvard-Cambridge Scholar.
Outside of work, Kevin enjoys painting, producing music, sailing, and cooking with his fiancé. Kevin is fluent in Mandarin Chinese and volunteers with several non-profits, including as a trustee of the Charity of Edward Hopkins, the U.S.’ oldest charitable trust.
Insights
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
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May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWhat to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowIs the momentum trade over?
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June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
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