Lisa MastersLisa MastersVice PresidentInvestment Associate
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
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April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now