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


Top 1,200 Financial Advisors
2023 • 2021 • 2019 • 2018
Top 100 Women Financial Advisors
2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017


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

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.



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