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

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Markets

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.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.