"I offer tailored asset allocation and investment advisory services
to individuals, families and university-adjacent collectives."
Nathan Paulson
Nathan Paulson
"I offer tailored asset allocation and investment advisory services
to individuals, families and university-adjacent collectives."
About Nathan Paulson
Goals-based wealth planning tailored to your financial scenario.
I help you focus on your long-term financial goals, such as providing for a comfortable retirement, diversifying equity from the sale of your business, and liquidity strategies for concentrated securities positions. My focus is on delivering bespoke strategies that address your important needs.
I also offer advisory guidance on capital planning, asset allocation and investment management services for institutions in the NIL (name, image and likeness) university-adjacent collectives space. I then build investment plans to help the excess capital pools appreciate so as not to be donor-dependent.
Supplementing my background in sophisticated planning and investment strategies, I act as a conduit to J.P. Morgan's vast array of wealth management services and specialists to address your particular needs:
- Wealth planning
- Securities lending
- Capital planning
- Asset allocation
- Portfolio management
- Succession planning
Meet Our Team
Specialist Resources
Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Insights
Wealth Planning
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Investing
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Wealth Planning
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Family Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
Family Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Retirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Markets and Economy
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Markets and Economy
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowWealth Planning
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowInvesting
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowWealth Planning
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily Legacy
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets and Economy
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowMarkets and Economy
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.