About Nicholas

Nicholas Petito is an Investment Associate with J.P. Morgan Wealth Management.

As a member of Gilman Private Wealth Management, Nicholas provides tailored services to ultra-high-net-worth clients. Likewise, he is an integral aspect of the Investment Management team, drawing on his extensive experience in the financial arena to add bespoke strategies to the group. His knowledge and proficiency have been invaluable as it relates to his position within the Relationship Development division as the group's Wealth Foundation Educational Program leader of Pillar Three, Balance Sheet Optimization.

Nicholas previously worked in fixed income portfolio management, primarily concentrating on municipal debt. Amongst an array of responsibilities in that sector, his principal focus was on conducting credit analysis and executing complex trades on clients' behalf, ensuring that they received the best possible outcome during each transaction.

A graduate of Rowan University, Nicholas earned a Bachelors in Finance. He currently holds FINRA Series 7 and Series 66 licenses and, additionally, is working towards obtaining his CFA charter designation. Originally from Hamilton, New Jersey, Nicholas presently resides in Hoboken. Relishing an active lifestyle, he enjoys golfing, spending time with friends and family, and traveling.

Insights

Investing

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
Wealth Planning

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 Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.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.