Nicholas Nanas

About Nicholas Nanas

I work closely with private equity partners, venture capital principals, founders of portfolio companies, financial entrepreneurs and the firms themselves, representing some of the largest and most sophisticated clients. I serve as a dedicated point of access to the full capabilities and resources of the firm, allowing my clients to focus their time and attention on their demanding careers. I approach client relationships with the precision of a “Family CFO,” offering transparent, direct advice and streamlining their financial lives so they can focus on what matters most. My high-touch, technically precise style ensures clear communication and tailored guidance for my clients navigating complex financial landscapes. Drawing from my New York upbringing and global perspective, I connect authentically with clients, helping them build, manage, and preserve significant wealth.

Experience

1. Senior Associate, Banker

   J.P. Morgan Private Bank

   Feb 2026 — Present · New York, NY, 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

• ST. FRANCIS PREPARATORY SCHOOL

  Advanced Regents Diploma

  2009 — 2013

• Baruch College

  Bachelor's degree, Economics

Skills

• Investments
• Sales & Trading
• Time Management
• Management
• Emerging Markets
• Analytical Skills
• Teamwork
• Financial Analysis
• Java
• Microsoft Word
• Team Leadership
• Wealth Management
• Data Analysis
• Financial Markets
• Trading
• Investment Management
• Powerpoint
• Microsoft Excel
• Bloomberg
• Budgets
• Finance
• Accounting
• Research
• C++
• Public Speaking
• Analysis
• Bloomberg Terminal
• Visual Basic for Applications (Vba)
• Capital Markets
• Financial Services
• Leadership
• Microsoft Office
• Customer Service
• Equities