Lisa TorminoLisa TorminoExecutive Director, Head of Family Lifestyle
About Lisa
Lisa Tormino is an Executive Director and Head of Family Lifestyle within the Family Wealth Services team at J.P. Morgan Wealth Management.
Lisa leads the Family Lifestyle program, overseeing a curated network of in-house and third-party specialists who provide families of wealth with premium services designed to elevate their lifestyle.
Lisa's team helps support the day-to-day needs and priorities of clients, simplifying and enhancing their everyday lives. She oversees access to a broad range of lifestyle services, including bill pay, cybersecurity, healthcare, education, staffing, private aviation, luxury travel, and art and collectibles advisory. Through a personalized, high-touch approach, she and her team support advisors and their clients by simplifying complexity and helping families address practical considerations that extend beyond traditional financial planning. Her work focuses on enhancing efficiency and coordination across many aspects of clients' lives.
Lisa joined J.P. Morgan in 2004 and has since held a variety of roles in product, pricing and marketing across several of the firm's businesses. Before joining the Wealth Management division, she served as Head of International Deposit Pricing for the Global Liquidity Solutions team in J.P. Morgan Commercial Banking, where she was responsible for international balance sheet management and deposit pricing. Earlier in her career, Lisa worked in marketing and business development for professional sports and entertainment organizations in Los Angeles and New York, including Universal Studios, Warner Bros., the Los Angeles Dodgers and New York City's Olympic bid committee, roles where she regularly interfaced with high-profile, ultra-high-net-worth clients.
Lisa earned a B.A. in Economics from Cornell University and an M.B.A. from the Anderson School at UCLA. She lives in Manhattan with her husband. In her downtime, she enjoys rooting for the Yankees, attending live music events, going to the movies, exploring new restaurants and spending time at the beach.
Insights
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now