Estate Disposition Lead, Advice Lab
Anne Fox Cutler is an Executive Director in J.P. Morgan Private Bank’s Advice Lab, the internal think tank dedicated to developing leading-edge, world-class intellectual capital and analytical tools. The team includes professionals in taxation, capital markets, ownership structures, executive compensation, and analytical techniques.
Ms. Cutler leads a team which is responsible for our ATLAS tool (“Analysis of Taxes, Liquidity And Structures”) which shows clients what the after-tax implications of their estate planning documents will be. She and her team review clients’ estate planning documents and then run their balance sheets through our patented ATLAS tool in order to perform a thorough “Estate Disposition Analysis.”
Prior to joining J.P. Morgan, Ms. Cutler worked for 10 years at U.S. Trust Company and practiced trust and estate law for five years at Simpson Thacher & Bartlett LLP. She received her undergraduate degree from the University of Virginia and her law degree from New York University.
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