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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do
Who We Serve
Insights & Advice
About Us
Nicole Pasternak
Managing Director and Team Lead

Nicole Pasternak is a Managing Director and Team Lead for the Financial Sponsors Group in New York. As a senior member of the team, Nicole is responsible for providing wealth management solutions to founding and senior partners of private equity and financial services firms, their families and select strategic clients of J.P. Morgan. The Financial Sponsors Group currently oversees $100B in client assets, advising 950+ partners and their families across 200+ firms.  Nicole and team advise clients on public and private investments, credit and liquidity needs, sophisticated tax efficient estate and philanthropic planning as well as everyday cash management.

Nicole has been at The Private Bank for over ten years. In recognition of her consistent commitment to excellence in serving her clients, she has been named to the firm’s ‘Morgan Circle,’ a distinction reserved for the top advisors in the country. Outside of the firm, Nicole is a member of the Young Wall Street Division of the UJA Federation of New York. She graduated from Trinity College in Hartford, CT and holds FINRA Series 7 and 63 licenses. Nicole lives in New York City with her family.

LEARN MORE About Our Firm and Investment Professionals Through FINRA 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. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

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