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How JP Morgan’s Justin Nelson Builds Client Trust Through Volatility

Markets swing, families face crises, and clients want someone steady on the other end of the phone. For Justin Nelson, being that person has defined a wealth management career lasting nearly 30 years.Nelson is Managing Director and Head of the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut. His responsibilities include oversight of more than $11 billion in assets and leadership of 20...

Gulf Coast Western Invites Partners to See Wells Firsthand

Spreadsheets and geological reports can only tell an investor so much. Gulf Coast Western, a Dallas-based oil and gas exploration firm, takes a more physical approach to education by inviting partners to visit its drilling sites. A sponsored post from May 2024 in the Santa Clarita Valley Signal described how these trips fit into the company’s wider emphasis on openness with clients. Seeing the Work Up CloseChief operating officer John...