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

Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
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5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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