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 Ach Bliss 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 graduated from Northwestern University with both a B.S. and M.S. 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now