What is Lisa Siegel email address?

Lisa Siegel's primary email address is *******@firstrepublic.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lisa Siegel work for?

Lisa Siegel is a Senior Managing Director, Advanced Planner, J.P. Morgan Wealth Management at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.

Where Lisa Siegel graduated from?

Lisa Siegel holds a degree in Taxation from New York University School of Law.

How can I directly contact Lisa Siegel?

To contact Lisa Siegel directly, you can use the email address *******@firstrepublic.com. Complete contact information is available upon registration with Muraena.

Who is Lisa Siegel?

Lisa Siegel is a seasoned financial professional with over 25 years of experience in wealth management, specializing in advanced planning for high-net-worth individuals and families. Currently a Senior Managing Director at J.P. Morgan Wealth Management, she previously held senior roles at First Republic and HSBC Private Bank. Lisa's expertise encompasses estate planning, risk management, and succession planning, with a notable focus on international and same-sex couple planning. She holds a Juris Doctor and a Masters of Laws in Taxation, reflecting her strong legal background as a former estate planning attorney and CPA. Lisa is actively involved in professional organizations, including the Estate Planning Council of New York City and STEP. Her unique combination of legal and financial expertise allows her to provide clients with personalized, strategic solutions for their wealth management needs. Lisa is also committed to continuous learning and professional development, ensuring she stays ahead in the evolving financial landscape.