Managing Director Banker
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.
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投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。