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 art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now