
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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March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing 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
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now