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
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now