Richard KlineRichard KlineWealth Advisor
About Richard
Richard Kline is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Dick brings more than 40 years of engagement with the capital markets to offer institutions and ultra-high-net-worth individuals direct access to a broad range of innovative opportunities, including private placements, private equity, alternative investments, separately managed accounts, ETFs and mutual funds.
An influential leader among finance professionals, Dick works in partnership to provide coverage for a sophisticated client base that seeks personalized ways to invest and preserve their wealth. His experience as an equity fundraiser has provided the tools to assess the investment landscape and the leading asset managers in the industry. He has held a lifelong interest in the markets and is driven by a desire to help others prioritize approaches that align with their goals and needs.
Dick began his career as a Financial Consultant and has held important roles with Legg Mason, Lincoln Financial, Deutsche Asset & Wealth Management and AMG. His capability set includes team collaboration, business development and relationship management. He has a strong history of elevating others and serves as a mentor and guide for both investors and clients.
A graduate of the University of South Carolina, Dick earned a B.A. in Government and International Studies. He attended on a D1 swimming scholarship and was a National Junior Olympic swimming champion.
Dick was born and raised in Bethesda and has deep ties to the area. He believes in giving back to society and our veterans and has served as an officer on the Board of Governors for Congressional Country Club. Previously, he was a member of the Clay Foundation and supported the Luke's Wings Foundation. Dick and his wife, Alex, have three adult children. To relax, he continues to swim and enjoys playing golf, fishing and cycling.
Insights
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For 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 Now
Tax 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
Consumers 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 Now
The 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 Now
Market 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 Now
Embrace 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 Now
Your 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 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 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 Now