Julia Fisher

Managing Director

Julia is a Managing Director/Wealth Advisor at JPMorgan Chace & Co. where she has spent more than 13 years assisting ultra-wealthy clients on how to hold, manage and transfer their wealth across generations. She also works with clients’ professional advisors on estate planning, tax, family governance, philanthropy and fiduciary matters, and with other experts at JPMorgan Private Bank on how to handle investment management, banking, lending and trusts and estates, to provide an integrated approach to wealth management. Prior to joining JPMorgan she was a Partner with Erskin Wolfson Gibbon and Fisher in their Estates and Trusts practice. 

Ms. Fisher is a Fellow of the American College of Trust and Estate Counsel, a Member of Pennsylvania’s Joint State Government Commission, Advisory Committee on Decedents’ Estates Laws, and a former adjunct professor in the Graduate Tax Programs at both Villanova University and Temple University.

Education:
LL.M., Taxation, Villanova University School of Law
J.D., Indiana University-Purdue University
B.A., English & French Literature Indiana University Bloomington

Julia B. Fisher is a member of the Bloomberg BNA Tax Management Estate Tax Advisory Board.