Advice Lab Specialist
Amy Richards is an Executive Director in J.P. Morgan Private Bank’s Advice Lab, a multidisciplinary team of experts responsible for developing innovative strategies in the areas of taxation, executive compensation, private business transitions, estate disposition analysis, and analytical techniques.
In her current role with the Advice Lab, Ms. Richards is part of a team that is responsible for our patented ATLAS tool (“Analysis of Taxes, Liquidity And Structures”). She helps clients to understand better the after-tax implications of their estate plan by combining a review of their planning documents and balance sheet with a run through ATLAS, resulting in a thorough “Estate Disposition Analysis.”
Ms. Richards has worked for J.P. Morgan since 1997, where she has held diverse roles within the Private Bank, including trust and estate administration, fiduciary taxation, and regulatory compliance. She earned her J.D. from Chicago Kent College of Law and her B.A. from the University of Michigan.
In her spare time, Ms. Richards enjoys spending time with her family and friends, singing, reading and exploring new countries.
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