Rebecca PicazoRebecca PicazoVice PresidentInvestment Associate
About Rebecca
Rebecca Picazo is an Investment Associate with J.P. Morgan Wealth Management.
She leads The Gluck Group's lending initiatives, including residential mortgages and home equity lines. In addition, her responsibilities include pursuing new business opportunities, marketing, and performing due diligence and reporting on mutual funds and alternative asset managers.
Rebecca was initially attracted to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities. After college, she began her career in operations, and then became a sales assistant, where she coordinated a training program. Her vast experience, professionalism, and constant determination have helped contribute to the success of The Gluck Group today.
With over 25+ years of experience in the investment management industry, Rebecca began with Dean Witter (now Morgan Stanley) from 1996–1998, Bear Stearns from 1998–2005, and Union Bank from 2005–2007. She rejoined J.P. Morgan's predecessor firm in 2007, transitioning with her team to her current role.
Rebecca graduated from The University of LaVerne with a B.S. in Business Administration, and earned an M.B.A. in Global Management from The University of Phoenix. She and her husband live in Covina with their son, who is in college, and daughter, who is a cheerleader and plays softball.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now