Tracey Gluck Advisor Headshot image

Tracey GluckTracey Gluck
Managing Director
Wealth Partner

"Focusing on clients in transition, I assess their current and long-term needs, time horizons and risk tolerance."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2025 • 2024 • 2023 • 2021 • 2019 • 2018
Top 100 Women Financial Advisors
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017
Hall of Fame
2025

Forbes

Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019
Top 100 Women Wealth Advisors
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017
Top Women Wealth Advisors Best-In-State
2025 • 2024 • 2023

About Tracey

Tracey Gluck is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Tracey is the founder of The Gluck Group and a Portfolio Manager in the firm's exclusive Portfolio Manager Program, a select group of advisors who have passed a screening process and are reviewed regularly on both a quantitative and qualitative basis. Focusing on clients in transition, she assesses their current and long-term needs, time horizon and risk tolerance. She then designs tailored portfolios to help achieve their objectives, employing J.P. Morgan's vast array of services and thought leadership resources.

Trained as a special education teacher, Tracey also had a passion for investing, which ultimately led to her career in financial services. She joined an investment firm in the human resources department and studied finance at night as a precursor to becoming an advisor. Her disciplined approach to asset allocation and portfolio diversification is founded in fundamental and technical analysis. Tracey's clients trust her to guide them in making solid investment decisions and staying the course when markets are challenging.

Tracey joined a J.P. Morgan predecessor firm in 1985 and transitioned to her current role in 2008.

Tracey graduated from the University of Southern California, earning both a B.A. and M.A. She lives in Beverly Hills and enjoys skiing, travel and photography. Tracey is a board member of the Ronald Reagan UCLA Medical Center. She is active in the Special Olympics, Wags and Walks and Gorilla Doctors.

Insights

Markets and Economy

How policy, politics and profits are shaping market momentum

October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Markets and Economy

Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?

October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Family Legacy

How to plan for charitable giving

October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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