Nick CentisNick CentisVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Nick
Nick Centis is a Vice President with J.P. Morgan Wealth Management.
Drawing from over a decade of wealth management and trading experience, Nick employs a holistic approach in developing customized wealth management plans for entrepreneurs, venture capitalists, private foundations/ endowments, and privately held family businesses.
His method looks at both sides of the balance sheet, and focuses on not only designing bespoke portfolios, but on proper collateral management and lending strategies to meet a family's long-term goals and needs.
His unique experience serving venture capitalists and founders allows him to guide his clients through their next liquidity event, carry award or esoteric wealth event. For this, he believes in creating a "game plan" for what needs to be done, before, during and after—well in advance of the realization event. He believes that a solid foundation of estate planning, wealth transfer approaches and tax strategy can often move the needle just as much as delivering alpha in a portfolio.
When it comes to portfolio construction, he works on identifying the pain points and needs of his clients first and building a blueprint for their portfolio and balance sheet around that. He considers himself first and foremost a problem solver.
Nick began his career at Merrill Lynch, where he focused on assisting the firm's trading/operations department. Later, he joined Barclays Wealth and Investment Management, where he served many venture capital clients who required more active trading and institutional coverage. Nick moved to Stifel as part of its acquisition of Barclays in 2015, assisting those same venture capital clients with large, concentrated stock positions and helping them to de-risk and diversify their assets into long-term all-weather portfolios.
In 2020, Nick joined J.P. Morgan to work directly with current and new tech-focused clients in the San Francisco Bay Area. From there he joined The AC Group to operate the team's Private Wealth and Investment division.
Nick earned a B.A. in Business Management Economics from the University of California, Santa Cruz where he graduated with honors in the major. Active in the San Francisco community, he is on the YPA Council for the Make-a-Wish Foundation: Greater Bay Area. Nick is also a highly involved member of The Battery, the San Francisco Film Society, and the San Francisco MoMa.
He enjoys casual golf, competitive chess, strong coffee, good wine, the arts, and the occasional avant-garde film.
Insights
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As 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 Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As 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 NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now