Lisa Masters is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Lisa works with The Gluck Group to provide comprehensive wealth management services to affluent families by helping to develop and implement investment portfolios.
Lisa's primary responsibilities include manager evaluation, portfolio analysis and client communication, and she has an emphasis on educating clients on alternative investments, including private equity, private credit and structured notes. As clients' portfolios are highly tailored, Lisa strives to ensure that clients remain informed about economic news and market conditions, and answers any questions they may have.
Prior to joining J.P. Morgan Securities in 2015, Lisa spent ten years at Credit Suisse's Private Bank as a relationship manager. She also spent seven years as a client administrator at Neuberger Berman in both New York and Los Angeles. She has a Bachelor of Arts degree in Finance from Miami University in Oxford, Ohio and earned her MBA from Pepperdine University.
Lisa is originally from Bethlehem, PA and currently resides in Redondo Beach, CA.