Trust is not something Justin Nelson believes can be accelerated. The JP Morgan Managing Director, who heads the Asset Management and Financial Principals Coverage Team at JP Morgan Private Bank in Connecticut, has spent nearly thirty years watching client relationships mature slowly, often across market cycles and family milestones that no single meeting could replicate.Justin Nelson has managed portfolios for some clients for more than two...
Long before he took the corner office, Matthew Fleeger was a college student watching his father build an oil and gas company from the ground up. Thomas H. Fleeger launched Gulf Coast Western in 1970 while his son was attending Southern Methodist University, and that early exposure would eventually shape the younger Fleeger's career.After graduating in 1985 with a degree focused on finance and marketing, Matthew Fleeger worked at his father's...
Two and a half decades of advising entrepreneurs and multigenerational families has taught Michael Gold one lesson above the rest: the advisors clients trust most are the ones who ask questions before they answer them. Gold is the founder and CEO of Gold Family Wealth in Westport, Connecticut, where his practice centers on what he calls diagnosis before prescription.Gold holds an MBA in Quantitative Finance and Leadership from NYU's Stern School...