Nicole Weisman is a Client Associate with J.P. Morgan Wealth Management. She works with The Grossman Group in a client-facing capacity, supporting high- and ultra-high-net-worth individuals and institutions. Nicole manages the client relationships to ensure exceptional service is provided. In her role, she liaises with clients to fulfill wealth planning goals, executes trades, carries out portfolio implementation, and handles the day-to-day operations for the team.
Beginning her over 10-year financial services career as a Client Service Associate at Smith Barney (now Morgan Stanley) in 2006, Nicole joined J.P. Morgan in 2010. She earned a B.B.A. in Finance and Investments from Baruch College's Zicklin School of Business and minored in Western Concert Music. She plays the piano and alto saxophone, and earned the distinction of performing at New York City's Carnegie Hall with the All-City Concert Band.
Nicole grew up and lives in Queens, New York. She runs and volunteers with New York Road Runners and also enjoys cooking, a hobby she developed in college when she founded a weekly cooking column for the school's student-run newspaper, based on recipes she created. She also enjoys being involved in J.P. Morgan's Good Works program.
As a distance runner who ran numerous races, including the 2016 TCS NYC Marathon, Nicole is disciplined in setting goals and persevering to see them through to fruition. She brings a parallel level of dedication to serving her clients, and they know they can count on her to respond to their needs in a professional, friendly and timely manner.