Amy Marie BermudezAmy Marie BermudezExecutive DirectorBusiness 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 Executive Director 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 30 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
Markets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
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Wealth Planning
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Wealth Planning
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Family Legacy
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The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowInvesting
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November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowWealth Planning
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November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowWealth Planning
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November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowMarkets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowFamily Legacy
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read NowFamily Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
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