Nicole BarsottiNicole BarsottiClient Associate
About Nicole
Nicole Barsotti is a Client Associate at J.P. Morgan Wealth Management.
Nicole works closely with clients to address their administrative and operational needs, serving as a reliable resource who appreciates their distinctive preferences. Within the team, her areas of focus include account onboarding and administration, money movement, statements and reporting, and client communications. Nicole is also a key point of contact within the team, facilitating scheduling and meeting coordination.
Organized and methodical, Nicole is skilled in discerning client priorities and working through those needs, steadily and persistently. She enjoys speaking with clients and meeting with them, gratified to support their efforts in advancing a more cohesive approach to their financial lives. Nicole also points to the close-knit nature of her team as one of her favorite aspects of her role, proud to be part of a supportive, high-achieving culture.
Originally from Fresno, Nicole earned her undergraduate degree in Economics from the University of Santa Clara. She was active in Delta Gamma sorority and held a number of leadership roles.
Outside the office, Nicole enjoys spending time with her family and friends.
Insights
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
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July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now