Lissa SilvaLissa SilvaExecutive Director, Client Specialist
About Lissa
Lissa Silva is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.
Lissa works in partnership with a team of wealth management advisors and specialists to deliver holistic wealth management and banking services to successful individuals and their families. She helps them pursue their objectives with poise and confidence by assisting them in navigating and connecting to the resources and capabilities of the enterprise. Her advice and guidance allow them to preserve, deploy and transfer their wealth more effectively.
Lissa identifies the path of entry for each client and determines how best to make their financial lives easier. She becomes a part of their family, listening to their aspirations and then delivering access to investing, trust and estate planning, banking, lending and strategies for philanthropic giving and transitioning wealth to future generations. Lissa is described as a natural problem solver who helps create value through a client-focused style. She draws from her years of banking background to create a bespoke experience for every relationship.
Before joining J.P. Morgan, Lissa's nearly two-decade career included a similar role at First Republic Private Wealth Management. Previously, she was a Senior Vice President and Private Client Advisor at Bank of America, where she developed wealth management and banking relationships with a wide range of high-net-worth individuals and families. Earlier, she held senior positions in Private Banking and Commercial Real Estate Finance at Wells Fargo and M&T Bank.
Fluent in Portuguese, Lissa lived in Portugal for 13 years and earned a B.A. from Universidade Lusíada Porto.
Lissa lives in New York City with her son, and in her free time, she enjoys traveling to exciting locales.
Insights
Threading the needle: Where markets may be mispricing trade risk
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Why cash flow forecasting and succession planning matter
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Building tax-efficient equity exposure
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Where will tariff rates settle? 3 scenarios explained
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Debunking the top five sustainable investing myths
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When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now