Liz WeikesLiz WeikesManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Barron's
Forbes
About Liz
Liz Weikes is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founding partner of her team, Liz draws on her blended capabilities to offer family office wealth management and high-level executional services. With more than 17 years of experience helping clients navigate complex wealth planning, Liz has earned a reputation for executional excellence with her clients, comprised of ultra-high-net-worth families, C-suite executives, and foundations. She is a member of the J.P. Morgan Wealth Management Portfolio Manager Program and manages her clients' assets holistically with a family office-style model. She offers comprehensive investment strategies and active portfolio management, and the capabilities of JPMorgan Chase important to her clients, including philanthropic advisory, estate planning, banking, and lending.
A graduate of Indiana University, Bloomington with a B.A. in Political Science and Finance, Liz took a nontraditional path to Wall Street and began her career at the British Embassy working for the Department of International Trade. She joined a J.P. Morgan predecessor firm in 2006, managing money for wealthy families and trading for institutions.
Liz is dedicated to supporting financial literacy and educational opportunities in her industry, and has aligned her charitable and mentorship support alongside diversity and inclusion efforts to empower youth. Liz gifted The Liz Weikes Scholarship for Women in Finance to Indiana University's Kelley School of Business to raise opportunities for women in wealth management. She also continues her support as a 100 Women In Finance Angel and serves on the Board of Visitors for the Colin Powell School for Civic and Global Leadership at the City College of New York.
Liz lives in Greenwich, Connecticut with her family. When not in the office, you will find Liz on the tennis court or at the beach on her paddleboard.
Insights
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now