Elizabeth BottiElizabeth BottiVice PresidentBusiness Management Specialist
About Elizabeth
Elizabeth Botti is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.
As a member of The Degenaars Babb Group, Elizabeth provides operational and business practice management support to the team. Her responsibilities include providing high-level and holistic client service, improving operational efficiencies, and managing day-to-day activities in a diligent and streamlined manner.
Elizabeth graduated from Barnard College of Columbia University with a B.A. in Psychology. With 10 years' experience in financial services, she began her career in 2014 as an Executive Assistant/Operations Coordinator at Hollow Brook Wealth Management LLC, which served as a multi-family office for a select number of ultra-high-net-worth families. Elizabeth then moved to First Republic Investment Management in 2019 where she continued to serve ultra-high-net-worth individuals, families, foundations and organizations, with a focus on asset allocation, trust and estate planning/administration and wealth preservation.
Outside of work, Elizabeth enjoys traveling and often visits her relatives who live in Naples, Italy.
Insights
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November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
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