Allison Fay NovakAllison Fay Novak
Executive Director, Liquidity Specialist

About Allison

Allison Fay Novak is an Executive Director and the Liquidity Specialist Team Lead at J.P. Morgan Wealth Management.

The Liquidity Specialists are a team of dedicated, experienced professionals who partner with Advisors and their high-net-worth clients to address liquidity needs and develop bespoke cash management strategies.

In her leadership role, Allison sets the strategic direction for the team in providing clients with cash management approaches that can align with near- and long-term liquidity needs. She draws upon deep experience in the competitive landscape and underlying rate environment to help create custom strategies that can result in enhanced cash yield for clients.

In a career that began in the firm's management training program, Allison has worked in the J.P. Morgan Asset and Wealth Management division in sales, product development and client service relationship roles. Before pivoting her focus specifically to liquidity management, she was a Banking and Liquidity Solutions Specialist covering J.P. Morgan Advisors.

Allison earned a B.A. in Economics from Indiana University and an M.B.A. with a concentration in Finance from DePaul University. She lives in Chicago with her husband and son.

Insights

Family Legacy

When it comes to luxury travel, experience is king

June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Markets

Middle East tensions challenge renewed investor confidence

June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
Retirement

What is a backdoor Roth IRA?

June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.