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Lisa J. Masters
As clients’ portfolios are highly tailored, Lisa strives to ensure that clients remain informed about economic news and market conditions, as well answers any questions they may have.

Lisa J. Masters

Vice President

Lisa J. Masters

310.201.7763

lisa.masters@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

About Lisa

Lisa Masters is a Vice President with J.P. Morgan Wealth Management. She works with W. Chip Eggers, Wealth Partner, to provide comprehensive wealth management services to affluent families by helping to develop and implement investment portfolios.

Lisa’s primary responsibilities include manager evaluation, portfolio analysis and client communication. As clients’ portfolios are highly tailored, Lisa strives to ensure that clients remain informed about economic news and market conditions, as well answers any questions they may have.

Prior to joining J.P. Morgan in 2015, Lisa spent ten years at Credit Suisse’s Private Bank as a relationship manager. She also spent seven years as a client administrator at Neuberger Berman in both New York and Los Angeles. She has a Bachelor of Arts degree in Finance from Miami University in Oxford, Ohio and a Masters in Business Administration from Pepperdine University.

Lisa is originally from Bethlehem, PA and currently resides in Manhattan Beach, CA.

 

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