Professional Bio
Nicole is an Executive Director and Banker in the Philadelphia office of J.P. Morgan Private Bank. Nicole works with highly successful individuals and families along their wealth journeys, from C-suite executives and tech professionals to commercial/residential real estate developers and investors, and members of the hospitality industry. She is a conduit to the intellectual strength of one of the world’s premier financial institutions to help her clients grow, preserve and transform their wealth into generational legacies.
Nicole understands the concentrated nature of many of her clients’ portfolios, and dives deep to evaluate the challenges of their complex balance sheets. She taps the firm’s specialists to present recommendations that facilitate liquidity and address individuals’ desire for investing, asset acquisition, wealth planning, philanthropy and other strategic goals. Nicole is known for her relationship-driven approach and trustworthy demeanor, which fosters a sense of confidence and loyalty. She genuinely desires to help clients pursue their aspirations and educates the entire family on best practices for targeting positive outcomes.
Before joining J.P. Morgan, Nicole spent her 20-year private banking career at Wilmington Trust, an M&T Bank Company. In that time, she has built a strong network among centers of influence in the community. Nicole’s strengths include business development, leadership, and a firm grasp of the opportunities and concerns faced by high-net-worth individuals and families.
