
Amy HaukeAmy HaukeVice President, Liquidity Specialist
About Amy
Amy Hauke is a Vice President and Liquidity Specialist at J.P. Morgan Wealth Management, covering the Ohio, Michigan and Mountain regions.
The Liquidity Specialists are a team of dedicated, experienced professionals who partner with advisors and their clients to understand liquidity needs and develop bespoke cash management strategies that can align with client goals.
In her role, Amy partners closely with advisors to explore approaches intended to support both short- and longterm liquidity priorities while working to incorporate cash management within each client’s overall strategy. Drawing on her experience as a Field Partner to financial advisors in her market, she helps teams evaluate liquidity considerations and develop tailored strategies designed to support client goals. By applying a goalsbased investing perspective, Amy works with advisors to identify liquidity approaches that can align with clients’ evolving priorities.
Amy joined J.P. Morgan in 2025, bringing more than two decades of experience across alternative assets, wealth management, institutional consulting and management consulting. She previously served as a product specialist for alternative assets at RBC Capital Markets, LLC, working with high- and ultra-high-networth clients. Earlier in her career, Amy spent 10 years at Aon Investment Consulting advising institutional clients on private equity portfolios and conducting due diligence on private equity funds. She began her career at McKinsey & Company.
Amy earned an M.B.A. from the University of Chicago, Booth School of Business and an undergraduate degree from Cornell University. She holds the FINRA Series 7, 63 and 65 securities licenses.
Insights

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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
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July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
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July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now
