Liliana Burneo-BrownLiliana Burneo-BrownInvestment Associate
About Liliana
Liliana Burneo-Brown is an Investment Associate at J.P. Morgan Wealth Management.
With over 28 years of experience, Liliana has been with J.P. Morgan Advisors collectively for over 12 years.
In May 2023, she joined The Gordon & Nutkowitz Group, a team of advisors who create tailored wealth management strategies and multi-generational advice and continuity for high-net-worth clients, executives, and small business owners
As an Investment Associate for the team, Liliana works in close partnership with Rich Gordon and Max Nutkowitz in executing strategies in all aspects of the business for clients. She provides investment support across a diverse suite of products on various internal applications and ad hoc service requests, as needed, on behalf of the team/clients.
In her spare time, Liliana enjoys hiking, weight training, Pilates, and yoga. Her son is attending LMU in Los Angeles. She is also an advocate for transitional youth leaving the foster care system.
Insights
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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