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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Wealth Planning

Providing for your loved ones during your lifetime

January 9, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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