Summary
Kevin Xiong is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management who combines a decade of strategy and product leadership with deep expertise advising founders, families, and corporate executives before and after liquidity events. He previously shaped growth and digital transformation at McKinsey, helped scale Microsoft-funded Truveta from seed to 100+ employees, and led product strategy and operations at Cedar, giving him rare operator insight into healthcare and fintech startups. Kevin applies a consultant’s rigor and a builder’s mindset to holistic wealth planning, marrying technical fluency with tailored client strategies. A Harvard magna cum laude graduate with an MPhil from Cambridge, he is fluent in Mandarin and contributes to nonprofits, including serving as a trustee for the U.S.’s oldest charitable trust. Outside work he paints, sings, sails, and enjoys cooking with his fiancé—an eclectic mix that often surfaces in creative, people-first client solutions.
10 years of coding experience
2 years of employment as a software developer
Master of Philosophy (MPhil) Asian and Middle Eastern Studies, Master of Philosophy (MPhil) Asian and Middle Eastern Studies at University of Cambridge
Bachelor of Arts (B.A.) Economics Applied Mathematics, Bachelor of Arts (B.A.) Economics Applied Mathematics at Harvard University
Cambridge Rindge and Latin School
English, Chinese, Spanish