Nathan PaulsonNathan PaulsonWealth Advisor
About Nathan
Nate Paulson is a Wealth Advisor at J.P. Morgan Wealth Management.
Nate collaborates with affluent individuals and their families, as well as successful business owners seeking to redeploy assets resulting from a recent liquidity event. He also has developed a distinctive institutional niche, advising university-adjacent collectives on managing and growing their capital pool in perpetuity.
Nate assists his clients in establishing their long-term goals and then makes appropriate investment and planning recommendations that place them on a path toward pursuing their objectives. His strengths include creative problem-solving and a true understanding of people and loyalty, vital components in forging lasting client relationships.
Beginning his financial services career as a lender and relationship manager at Fifth Third Bank before segueing into securities, Nate earned high recognition as an Investment Representative. He made a strategic pivot to Citigroup to broaden his exposure to sophisticated international investment management services. He joined J.P. Morgan to provide his clients with a comprehensive suite of targeted products and services available through the firm's global capabilities.
A native of Detroit, Nate graduated from Grand Valley State University in Grand Rapids, Michigan, where he earned a B.B.A. in Finance and Economics.
Nate lives in Chicago, and in his free time, enjoys attending sporting events, especially football, and spending time on Lake Michigan with his family. He also taps the creative part of his brain by being a published songwriter.
Insights
April 2024 jobs report: 175,000 jobs added, lower than forecast
May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read Now
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read Now
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowApril 2024 jobs report: 175,000 jobs added, lower than forecast
May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read NowMay 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowMidnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now