Nicholas Mata Simpson
Private Client Banker at Jpmorganchase
Based in Westport, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Westport
Industry
Financial Services
Company size
222K
Contact information
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n•••••••@jpmorganchase.com
Phone
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Background
About Nicholas Mata Simpson
Experience in Wealth Management, including: • Identifying strategies and services beneficial to clients’ wealth management. • Managing complex portfolios of assets. • Ensuring that all financial dealings are done within legal and regulatory frameworks. • Help clients achieve their goals by delivering the right solutions and services across investments, credit and banking. • Provide industry-leading advice in financial planning, estate planning, tax planning and philanthropy.
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