Tammy CalabreseTammy CalabreseWealth Planner
About Tammy
Tammy Calabrese is an Executive Director covering Southeast Texas and much of the Gulf Coast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
As a former practicing trusts and estates attorney, Tammy works directly with the firm's clients and their tax and legal advisors to provide experienced guidance in wealth, estate and tax planning.1 As a member of this team, comprised exclusively of former practicing attorneys and other planning professionals, Tammy serves as a subject matter resource for J.P. Morgan advisors and their clients on estate and tax planning strategies, business succession planning, pre- and post- transactional planning, restricted and control stock and stock option management, retirement planning, philanthropic planning and other estate, gift and income tax planning strategies.
Prior to joining J.P. Morgan, Tammy was the Director of Wealth Strategies for Wilmington Trust’s Family Office & Advisory group, where she served as the lead wealth strategist advising Wilmington Trust’s wealth advisors and their high- and ultra-high-net-worth clients across the Virginia, Washington, DC and Baltimore markets. Tammy spent most of her legal career in private practice. She was a partner in the Private Client & Fiduciary Services group of Williams Mullen, and earlier in her career, a partner in the Tax & Employee Benefits group of McGuireWoods, LLP. Tammy has over 20 years of experience as a trusts and estates lawyer concentrating on all aspects of trust and estate planning and administration, including trust taxation, fiduciary representation, and trust and fiduciary litigation.
Tammy earned a B.S. in Accounting from West Virginia University, a J.D. from the University of Pittsburgh School of Law, and an M.L.T. from the Marshall Wythe School of Law at the College of William & Mary
1Wealth Planners may work with clients’ tax advisors, but do not provide tax advice.
Insights
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now