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 highprofile, 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
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now