Nicolas Aguirre, CFA®
Nicolas Aguirre is a Relationship Manager in the Private Banking division. In this role, he advises endowments, foundations and ultra-high-net-worth families on matters related to banking, investing, wealth planning and philanthropy.
Nicolas joined the firm in 2022 from J.P. Morgan, where he was the Head of Portfolio Construction & Risk for Endowments & Foundations, as well as a co-author of the firm’s Long-Term Capital Market Assumptions. Previously, he was a member of the Corporate & Investment Bank’s Strategy Team, which works closely with the CEO to drive critical initiatives and business development opportunities. Nicolas started his career in J.P. Morgan’s Private Bank, covering Latin American clients.
Nicolas serves as Gift Committee Co-Chair for the Penn Class of 2011 and Chair of the Alumni Council of his undergraduate program. He also leads the Associate Board of Help Peru, a New York-based foundation that identifies and supports best-in-class charities in Peru.
Nicolas is a graduate of the University of Pennsylvania’s Huntsman Program in International Studies & Business. In addition, he is a CFA charterholder and a member of the New York Society of Security Analysts.