Amy Marie BermudezAmy Marie Bermudez
Business Management Specialist

"I have spent more than 26 years in financial services, and have a deep understanding of the parameters and guidelines that impact investment management."

About Amy

Amy Bermudez is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management. Her role with Maybach Partners includes oversight of all operational aspects and leads in managing the primary and critical front-line functions that support the team's high net worth and institutional clients.

Amy has spent more than 26 years in financial services, and has a deep understanding of the parameters and guidelines that impact investment management. The team looks to her for guidance and leadership to shape administrative processes. Amy is highly invested in ensuring that clients have a first-rate experience at every point of contact, and her organizational and business management skills are integral to the group's success. With a reputation for delivering exceptional service, Amy builds relationships based on trust, respect, warmth, and an engaging sense of humor.

Prior to transitioning with her team to J.P. Morgan in 2008, Amy was a Vice President and an investment advisor at Bear Stearns. Before that, she spent 16 years at Smith Barney, working closely with Jordan Mayer and his team supporting their clients.

Insights

Investing

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