Nando Costa
Executive Director, Banker at J.P. Morgan Private Bank
- Role
- Executive Director, Banker at J.P. Morgan Private Bank
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Nando Costa
I work closely with business owners, executives, entrepreneurs and U.S-based families with international ties who seek the sophisticated capabilities of an industry leader. I am a valuable ally in helping clients think comprehensively about their complex financial scenarios and optimize their hard-earned wealth.As a native of Brazil, I offer a global perspective and easily connect with others who share similar stories. I listen carefully to each individual’s aspirations for their family, their lifestyle and the community around them. I coordinate a team of specialists to design strategies for investing, lending, trust and estate planning, philanthropy and more. I welcome a robust exchange of ideas, and work diligently to relieve the stress of financial decisions required to perpetuate a legacy for the generations to follow.
Experience
Executive Director, Banker
Jan 2025 — Present · Miami, FL, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Education
MITx Courses
Sustainable Energy
Villanova University
Bachelor of Science Degree, Finance and International Business
Harvard Business School Online
Certificate in Sustainable Investing
Skills
- Financial Analysis
- Bloomberg
- Financial Planning
- Investments
- Equities
- Registered Invest
- Series 7
- Series 63
- Mergers & Acquisitions
- Finance
- Accounting
- Portfolio Management
- Private Equity
- Capital Markets
- Trading
- Hedge Funds
- Strategic Financial Planning
- Alternative Investments
- Fixed Income
- Wealth Management
- Derivatives
- Asset Management
- Financial Services
- Strategic Consulting
- Business Development
- Business Analysis Planning & Monitoring
- Industry Networking
- Revenue & Profit Growth
- Competitive Intelligence
- Asset Allocation
- Investment Planning
- Client Engagement
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