Lili BuffettLili BuffettWealth Advisor
About Lili
Lili Thomas Buffett is a Wealth Advisor with J.P. Morgan Wealth Management.
Lili works closely with foundations, endowments and philanthropic families to help them fulfill their purpose and positively influence the community around them. She delivers customized portfolio management and other sophisticated approaches, guiding clients to reach their long-term goals.
Lili's decade-long professional experience falls at the intersection of impact investing and board service, providing her with a unique viewpoint on the complex wealth planning needs of highly affluent individuals. She begins by meeting with clients and their key advisors to learn the objectives, aspirations and legacies they wish to leave. Lili taps the thought leadership, global capabilities and fortress balance sheet of J.P. Morgan—one of the most well-respected financial organizations in the world—to inform her recommendations. In working with multi-generational families, she plays an essential role in preparing younger members to be true stewards of wealth.
With a long history of advocacy for achieving the United Nations Sustainable Development Goals (SDGs), Lili most recently served on the Goalkeepers Advisory Board for the Bill & Melinda Gates Foundation, an organization whose mission is to create an environment where every person has the opportunity to live a healthy, productive life. Lili currently serves as the board chair and president of KidsOR US and is a board member of the Captain Planet Foundation. In 2022, she joined J.P. Morgan to continue her support of the nonprofit space, proud to be part of a team focused on presenting holistic wealth guidance.
A graduate of Columbia University, Lili holds a B.A. in Economics and Philosophy. While there, she was actively involved in the FEED Club, organizing events to raise awareness and funding for global hunger issues.
She serves on several nonprofit boards, including the Associates Committee at the Society for Memorial Sloan Kettering Cancer Center, which raises funds for pediatric cancer research. She also serves on a program committee for the Fred and Pamela Buffett Cancer Center.
Insights
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
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
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
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 Now
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.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 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 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 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 NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now