Brian P. Nagle
- Best-In-State Wealth AdvisorsForbes, 2020-2023
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/2023, data as of 06/30/2022); (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20); (01/06/20, data as of 06/30/19). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
Brian P. Nagle
- Wealth Management Experience Since 1989Brian P. Nagle is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Nagle joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Nagle was a Wealth Manager at First Republic Investment Management, which he joined in 2013. Mr. Nagle specializes in the design and management of equity and balanced portfolios for ultra high net worth individuals, trusts, endowments and foundations. Prior to joining J.P. Morgan Wealth Management, Mr. Nagle was a Vice President and Senior Portfolio Manager at BNY Mellon Wealth Management, where he was responsible for managing large and complex family and trust relationships. In addition to investment management responsibilities, Mr. Nagle was also a member of BNY Mellon's Closely Held Business and Trust Administrative Committees. Prior to joining BNY Mellon, Mr. Nagle was a Manager with Ernst & Young’s Personal Financial Counseling Practice.
- Community InvolvementActive in the estate planning and business community, Mr. Nagle was an adjunct professor for the Master of Science in Taxation program at Suffolk University’s Sawyer School of Management for more than two decades. He also co-founded the Family Business Association, an independent nonprofit organization serving family business enterprises, and served as an executive director for 16 years.
- EducationMr. Nagle earned his Master of Laws in Taxation and a Certificate in Employee Benefits from Georgetown University Law Center, a Juris Doctorate from Ohio Northern University College of Law and a Bachelor of Arts in Economics from Fairfield University.