About Lisa

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.

Insights

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
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Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
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May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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