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 to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now