Nicole Pasternak

Managing Director and Team Lead

Biography

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.

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