Affluent Families, Goals-Based Planning, and Advisor Collaboration
- Amanda Lott, Executive Director, Head of Goals-Based Planning, J.P. Morgan Private Bank
Amanda Lott’s high-impact role drives J.P. Morgan’s training, content and strategic approach to help clients articulate their most meaningful intentions and align their resources to these priorities.
- Joseph Kaufman, Vice President and Banker, J.P. Morgan Private Bank
Joe Kaufman advises high- and ultra-high-net-worth individuals and families on protecting and growing their wealth based on a comprehensive and holistic view of their financial picture.
- Peter Moyer, Vice President and Banker, J.P. Morgan Private Bank
Peter Moyer works closely with business owners, corporate executives, physicians, and attorneys to guide them through the complex financial opportunities afforded by significant assets and scale each client’s hard work into a meaningful legacy.