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
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
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5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now