About Nhi

Nhi Nguyen is an Investment Associate at J.P. Morgan Wealth Management.

Nhi works closely with The Berry Ospina Private Wealth Management 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 Private Wealth Management 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

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