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The RL Group

The RL Group

The RL group is committed to helping you pursue your goals and harnessing the strategies and research to get you there.


Fax: 917.464.7393

277 Park Avenue
New York, NY 10172


Our clients are engaged in building and managing active professional lives. They rely on us to deliver three critical components that help them manage their capital and create value for the next generation.

  • Education: Providing an understanding of how capital is deployed through goals-based analysis
  • Ideas: Presenting emerging themes and market opportunities
  • Execution: Leveraging the tools to strategically implement

As a team that has worked together through multiple market cycles, we take this responsibility seriously. The RL Group offers customized wealth management strategies that are attuned to each individual’s partialities

Our Personal Mandate

Experience has led us to a series of concepts that we share at the beginning of each client relationship. These principles help us to integrate the theme of Education, Ideas and Execution. Our mandate is extremely meaningful to us and forms the basis of our practice.

We are genuinely interested in the goals you find most important—our team hones in on what you want your assets to do for you. We emphasize strategies that prioritize your financial intentions and look for approaches that will help you to get there.

Our job is to mitigate anxiety—irrespective of what is going on in the marketplace, we work diligently to keep you on track and stay the course. We are fortunate that you chose our team to provide you with advisory support and are dedicated to guiding you toward the financial path that’s right for you.

There is value in collaborative discussion—we work best with clients who want an interactive experience. Through the use of simulations, tools and a thorough cash flow analysis, we help educate and involve you in the wealth management process.

We are thoughtful and circumspect—when it comes to analysis, our team draws on many different sources to arrive at a shared point of view. We have seen the impacts of volatile market cycles, and our clients benefit from this wisdom.

Our team is actively involved in the capital markets—our role as investors requires direct and daily participation. We provide valuable insights at a granular level across multiple asset classes.

Market noise is nothing more than that—we don’t get distracted by the top story of the day. Our job is to synthesize the abundance of information in the marketplace and present it to you in readily understandable terms.

We are skillful at making a big firm feel small—our group serves as your dedicated team within a vast enterprise. We draw on the robust capabilities and resources of J. P. Morgan to effectively deliver the organization to you.

The time to get started is now—recently, we have seen an interesting trend in which affluent individuals lack the confidence that they have enough money to invest with us or fear they have missed the opportunity in this current market cycle. It’s important to know 'you must be an acorn before you're an oak' and encourage you to take that first step.

Meet Our Team

Click a profile to learn more about each member


Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.


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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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