Liz BrownLiz BrownSenior Client Associate
About Liz
Liz Brown is a Senior Client Associate at J.P. Morgan Wealth Management.
Liz works closely with clients of The HDYG Team, helping them streamline their wealth so they can regain time for the people and activities they value most. Organized by nature, Liz follows up with clients, keeping them closely apprised of the team's work on their behalf. Her areas of focus include new account onboarding, money movement, securities transfers, customized reporting, scheduling and team communications.
Hard working, Liz is gratified to make clients' lives easier and simpler. She is also proud to contribute to the smooth operations of her team, allowing the team's leaders to focus their energies on client interactions. A skilled problem-solver, Liz enjoys tackling issues that require creative thinking, resolute in her efforts to unwind the intricacies that wealth can pose.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Liz served as a Client Service Associate with First Republic Private Wealth Management. Earlier in her career, she was a Relationship Manager with Cable Hill Partners in Portland and a Client Service Assistant with True Private Wealth Advisors in Eugene. Liz has worked in wealth management since 2019.
Originally from the Pacific Northwest, Liz earned her B.A. in Politics from Willamette University. She holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Liz enjoys spending time with her partner, who is a musician. Together, they regularly take in the Portland arts scene, including live music, dance performances and the visual arts.
Insights
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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Quick shot: President Biden bows out of the election – now what?
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June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now