Justin D. Nelson

Justin D. Nelson is a Managing Director and Head of the Asset Management and Financial Principals Coverage Team for J.P. Morgan Private Bank in Connecticut. In his role as Market Head, he leads a team of 20 professionals who advise some of the most influential leaders in the hedge fund, private equity, real estate and financial industries. 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.

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 first joined J.P. Morgan in 1998 as an Analyst at the Private Bank. In 2000, he began working directly for the CEO of the Private Bank. In 2001, he became a Private Banker in the Fiduciary Client Group, which focuses on the firm’s largest trust and multigenerational clients. He assumed his current role in 2005.

Justin received a B.S. from Tufts University in both Chemistry and Economics, and an M.B.A. from Columbia University. He founded and leads the Private Bank’s undergraduate recruiting team for Tufts University. He is also a member of the Tufts Financial Network Advisory Committee. In 2016, he joined the board of directors of the Breast Cancer Alliance, which is based in Greenwich, Connecticut.

Justin was recognized by Barron’s as the #2 ranked Advisor¹ in Connecticut and was part of the Top 1,200 Advisors List for 2020. He was also named as one of the Financial Times 400 Top Financial Advisers² for 2020. In 2008, he was recognized by Connecticut Magazine as one of the Top 10 Financial Advisors in Connecticut, and was recognized by Barron’s as one of the Top 1,000 Financial Advisors in the United States for 2009.