Lisa SiegelLisa SiegelManaging Director, New York Team Lead, Wealth Planning and Advice
About Lisa
Lisa Siegel is a Managing Director, Wealth Planner and the New York City Team Lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
Lisa works with a wide range of wealthy individuals and families, engaging them in a comprehensive planning process to understand their aspirations and goals, providing them with unbiased, personalized strategies to meet their objectives. Her areas of focus include estate and multi-generational planning, international estate planning, business continuity and succession planning, and risk management.
As a former estate planning attorney and CPA, Lisa brings more than 30 years of experience in wealth protection and wealth transfer planning to her role. She joined J.P. Morgan in 2023, and previously was a Senior Managing Director and Advanced Planner at First Republic Investment Management. Lisa has also been a Senior Vice President and Wealth Planner at HSBC Private Bank, and a Senior Vice President and Senior Wealth Planner at Wells Fargo Private Bank. For nearly a decade, she practiced law as a trusts and estates attorney, and was a practicing CPA for the decade prior. She has significant experience in both divorce planning and international estate planning.
Lisa earned her J.D. from Nova Southeastern University, an L.L.M. in Taxation from New York University and a B.S. in Accounting from the University of Florida. She is a member of both the Estate Planning Council of New York City and of STEP. Lisa is admitted to the Florida and New York State Bar Associations and is a member of the New York Society of Certified Public Accountants.
Insights
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