Nhi NguyenNhi NguyenInvestment Associate
About Nhi
Nhi Nguyen is an Investment Associate at J.P. Morgan Wealth Management.
Nhi works closely with the team's high-net-worth clients, listening attentively to their priorities and pursuing their objectives with thoughtful resolve. As a key point of client contact, she is skilled in discerning each client's needs and interests, overseeing those inquiries to a satisfying conclusion. Her tenure and continuity with her team have allowed her to develop deep relationships with clients and their families, enabling her to tailor her approach to the circumstances of each relationship.
Nhi holds a number of responsibilities on the team. Within the realm of research, she attends market research calls, studies sectors and investment vehicles, and addresses client inquiries related to specific investments. Nhi also maintains the team's proprietary investment model, including rebalancing, sector rotation and business cycle management. Nhi's key competencies include customized performance reporting, trading, and liquidity strategies.
Quantitatively skilled, Nhi is thorough in her analysis. She grounds that ability in a natural warmth and an enduring commitment to client well-being. Clients look to Nhi as a trusted resource who is receptive to their interests and responsive in her follow-through. She believes clients appreciate her ability to expedite their requests with speed and efficiency. Nhi also provides clients with research analysis and market updates during the team's meetings and presents her findings relative to specific strategies and sectors.
Nhi moved to J.P. Morgan Wealth Management with her team in 2023. She began her career in 2016 with First Republic Bank, where she was an Associate. A year later, she joined The Berry Ospina Team at First Republic Investment Management. A graduate of San Francisco State University, she earned her B.A. in Economics and holds FINRA Series 7 and 66 securities licenses.
In her free hours, Nhi enjoys staying active by hiking, biking, doing Pilates and weightlifting. A confirmed Foodie, she loves cooking and dining, nurturing a quest for the ultimate sushi restaurant. She brings an adventurous spirit to her culinary interests and also likes to travel.
Insights
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now