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
Markets
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The bull side, the bear side and the reality
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Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWealth Planning
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowInvesting
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowBanking
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March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowWealth Planning
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowInvesting
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowInvesting
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowMarkets
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
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