Justin Nelson
Managing Director - J.P. Morgan Private Bank
New York United States (New York)
Professional Status
Employed
Available
Managing Director
J.P. Morgan Private Bank
Since July 1998
- Justin Nelson is an executive at J.P. Morgan Private Bank in Connecticut, where he serves as the Managing Director. His role requires not only a profound understanding of financial markets, but also a talent for building and maintaining client relationships.
- Nelson was recognized by Barron’s as the No. 2 ranked adviser in Connecticut and landed a spot on its Top 1,200 Advisors List for 2020. He was also named as one of the Financial Times’ 400 Top Financial Advisers for 2020.
Head of the Asset Management and Financial Principals team
J.P. Morgan Private Bank
Since 1998
- Justin and his team oversee over $11 billion in assets and advise clients on their strategic wealth plans, which include portfolio construction and investment management, estate planning, optimization of credit, cash management and banking services.
Senior Private Banker
J.P. Morgan Private Bank
Since 1998
- Justin is also a Senior Private Banker directly responsible for managing relationships with wealthy individuals and their family offices, endowments and foundations across New York and Connecticut.
Justin received a B.S. from Tufts University in both Chemistry and Economics. He founded and leads the Private Bank’s undergraduate recruiting team for Tufts University. Nelson contributes to the next generation of finance professionals-to-be by mentoring Tufts’ finance students through his role as an adviser on the Tufts Financial Network Advisory Committee, where he guides students and alumni through the complexities of the financial industry.
- Beyond his professional achievements, Nelson is deeply committed to philanthropy, particularly through his involvement with the Breast Cancer Alliance. Over the past 15 years, he has taken on various roles, including organizing events, serving on the research grant committee, and acting as treasurer. His efforts have significantly increased the organization's reach and revenue, enabling more impactful donations. One notable success story from his philanthropic work is the expansion of the BCA’s research funding, which has led to several groundbreaking studies in breast cancer treatment.
In essence, Justin Nelson’s professional narrative is one of thoughtful strategy and disciplined execution. His ability to navigate the complexities of asset management at J.P. Morgan while nurturing a culture of adaptability and innovation sets him apart as a leader. Through his philanthropic efforts and personal passions, Nelson demonstrates that true leadership transcends the professional realm, creating a legacy of positive impact and enduring value.
-
Strategic Wealth Planning
Expert
-
Portfolio Construction
Expert
-
Investment Management
Expert
-
Estate Planning
Expert
-
Credit Optimization
Expert
-
Cash Management
Expert
-
Banking Services
Expert
