Todd Richman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a member of The Kline Zemachson Richman Group, he focuses on managing assets for high-net-worth individuals, foundations and endowments. For his high-net-worth clients, Todd creates individual portfolios to help meet their spending, wealth transfer and charitable contribution needs. He works closely with his clients’ tax advisors and attorneys to help ensure an integrated approach for their overall wealth management plan. He also manages money for not-for-profit organizations and foundations to help them meet their investment and payout goals. In 2021 and 2020, Todd was recognized as a Forbes Best-In-State Wealth Advisor.
Todd takes a goals-based planning approach to wealth management, taking into account the need to balance a client’s short- and long-term objectives. He strives to ensure that their overall investment strategy can help provide returns that will help them pursue their long-range plans while accommodating their more pressing daily requirements. Todd places considerable emphasis on keeping tax considerations top of mind.
Prior to joining J.P. Morgan, Todd spent nine years at Bernstein Global Wealth Management as a Financial Advisor. Earlier in his career, he served as an executive for several not-for-profit organizations and as a political consultant. Todd graduated from West Chester University of Pennsylvania in 1992 with a B.S.Ed. in History and Education.
He received his M.P.A. from Baruch College, City University of New York in 1995. Due to Todd’s commitment to making his community a better place, he has been awarded several honors. He was recently honored at the Woodbury Ball for Autism (2017), and is the recipient of the UJA Federation Robert S. Boas Award (2014), the Cradle of Aviation Museum Don Axinn Community Service Award (2013), and the PSCH Man of the Year Award (2011). He also currently serves on the boards of the Cradle of Aviation Museum, the Long Island Steering Committee for UJA Federation, the National Council for AIPAC, and the Albertson Soccer Club Board of Directors. Todd lives on Long Island, New York, with his wife and three boys.