Nick SullivanNick Sullivan, CFA®Vice PresidentInvestment Associate
About Nick
Nick Sullivan is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Nick draws from his capital markets background to focus on portfolio analytics, performance reporting, alternative investments and other investment-related topics. His strengths include conveying market perspectives and guiding and executing strategic decisions for each individual's portfolio. He draws on his attention to detail to carefully assess the intersection of long-term goals and investments, and to address these challenges and opportunities.
Before joining J.P. Morgan Wealth Management, Nick worked at Texas Capital Bank, where he reported to the office of the CFO. Previously, he worked within Morgan Stanley's wealth management division. He holds the Chartered Financial Analyst®(CFA®) designation.
Nick grew up in the San Francisco Bay Area and attended Georgetown University, where he majored in Finance and competed on the varsity track team.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
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May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowWealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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