Rebecca PicazoRebecca Picazo
Vice President
Investment Associate

"I was initially attracted to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities."

About Rebecca

Rebecca Picazo is a Vice President and 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

Wealth Planning

Three ways you can amplify your impact as a donor

September 17, 2024We’ve collected top actions donors are taking.Read Now
Markets

How did the markets respond to the U.S. Presidential debate?

September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Wealth Planning

Retirement and estate planning for unmarried couples

September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.