Lili BuffettLili BuffettWealth Advisor
About Lili
Lili Thomas Buffett is a Wealth Advisor with J.P. Morgan Wealth Management.
Lili works closely with foundations, endowments and philanthropic families to help them fulfill their purpose and positively influence the community around them. She delivers customized portfolio management and other sophisticated approaches, guiding clients to reach their long-term goals.
Lili's decade-long professional experience falls at the intersection of impact investing and board service, providing her with a unique viewpoint on the complex wealth planning needs of highly affluent individuals. She begins by meeting with clients and their key advisors to learn the objectives, aspirations and legacies they wish to leave. Lili taps the thought leadership, global capabilities and fortress balance sheet of J.P. Morgan—one of the most well-respected financial organizations in the world—to inform her recommendations. In working with multi-generational families, she plays an essential role in preparing younger members to be true stewards of wealth.
With a long history of advocacy for achieving the United Nations Sustainable Development Goals (SDGs), Lili most recently served on the Goalkeepers Advisory Board for the Bill & Melinda Gates Foundation, an organization whose mission is to create an environment where every person has the opportunity to live a healthy, productive life. Lili currently serves as the board chair and president of KidsOR US and is a board member of the Captain Planet Foundation. In 2022, she joined J.P. Morgan to continue her support of the nonprofit space, proud to be part of a team focused on presenting holistic wealth guidance.
A graduate of Columbia University, Lili holds a B.A. in Economics and Philosophy. While there, she was actively involved in the FEED Club, organizing events to raise awareness and funding for global hunger issues.
She serves on several nonprofit boards, including the Associates Committee at the Society for Memorial Sloan Kettering Cancer Center, which raises funds for pediatric cancer research. She also serves on a program committee for the Fred and Pamela Buffett Cancer Center.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now