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Richard B. Goodwyn, Jr.
I collaborate in a consultative manner to build long-term relationships.

Rick Goodwyn

Managing Director

Rick Goodwyn


212.272.0339

rick.goodwyn@jpmorgan.com

277 Park Avenue
New York, NY 10172

About Rick

Rick Goodwyn is a Managing Director, Wealth Partner and Portfolio Manager1 with J.P. Morgan Wealth Management. As a founding member of The Holland Goodwyn Group, he develops comprehensive wealth management plans for high-net-worth individuals, corporate executives, foundations, institutions and endowments.

Rick draws on his knowledge of capital markets to present tailored and institutional-caliber asset management services that address a wide range of sophisticated financial situations. He employs a disciplined process to help grow and preserve significant assets. Rick’s quantitative approach makes use of diversification strategies, hedging approaches and liquidity management. He collaborates in a consultative manner to build long-term relationships. In 2021, Rick was recognized by Forbes as a Best-In-State Wealth Advisor.2 

With more than 30 years of experience in the financial services industry, Rick has an extensive background that spans multiple disciplines. He spent the first part of his career in the institutional fixed income world before accepting an opportunity in 1994 to work on the election campaign of a congressman to the U.S. Senate. Subsequently, he gained firsthand entrepreneurial know-how originating a pre-paid debit card startup, where he remained through B-round financing.

Rick joined Sycamore Ventures, a private equity firm in Princeton, New Jersey, and through his leadership and guidance, became a partner. Post 9/11, he came back to Wall Street as a risk manager for derivative products at Bear Wagner Specialists. In 2006, Rick joined a team at Lehman Brothers (later Barclays Capital) for the opportunity to enter the high-net-worth space. Since 2011, he has served as a Financial Advisor at J.P. Morgan, providing direct access to the firm’s vast products and services array.

An alumnus of Lafayette College, Rick earned a B.A. in Economics. He holds an M.B.A. in Finance from New York University’s Stern School of Business

1. The J.P. Morgan Portfolio Manager Program: All Financial Advisors who apply for the Portfolio Manager designation undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy.
2. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

 

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