Amy Marie BermudezAmy Marie BermudezBusiness 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
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February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowInvesting
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February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowInvesting
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January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowInvesting
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Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now
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(212) 272-2684amy.bermudez@jpmorgan.com