Betsy BlissBetsy BlissExecutive DirectorWealth Advisor
About Betsy
Betsy Bliss is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of The PDI Group, she serves multi-generational families and officers of public and private corporations. Betsy's particular focus is seeking downside risk protection, which she implements through investments in dividend-paying blue chip securities.
Betsy also guides her clients in influencing responsible corporate behavior through proactively investing in companies that are making positive contributions in environmental, social and governance (ESG) areas. She leverages J.P. Morgan's wide array of leading money managers, including its socially responsible, impact and ESG mutual funds, to build portfolios to meet her clients' goals.
Betsy began her career as a reporter for the Chicago Daily News, and co-authored two books about investing and wealth management that were published by major publishing houses.
Beginning her 40+ year financial services career at CIBC Oppenheimer as a Senior Vice President for Institutional Sales, Betsy disseminated research to mutual funds and insurance companies and managed portfolios for individuals. In 2003, she joined a J.P. Morgan predecessor firm and transitioned to her present role in 2008.
Betsy earned both a B.S. and an M.S. from Northwestern University. She also earned a Masters in Theological Studies from the Jesuit School of Theology of Santa Clara University. Betsy has taught a course on Business and Management Skills to theology students. She holds certificates in portfolio management from DePaul University's College of Commerce and Babson College's School of Executive Education.
Insights
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April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now