Irma DelunaIrma DelunaClient Associate
About Irma
Irma Deluna is a Client Associate at J.P. Morgan Wealth Management.
Irma plays a vital, forward-facing role with The Gray-Polverini Group, assisting client families by serving as a dedicated resource in managing their administrative needs and expediting their priorities. Drawing on four decades of experience in addressing the requests of ultra-high-net-worth individuals and families, she derives great satisfaction in helping to make their financial lives simpler and more cohesive. Clients regard her as a knowledgeable guide and reliable problem solver.
Among her responsibilities, Irma onboards new clients, administers accounts, processes banking services and transfers, prepares meeting reports and manages special projects. She fosters and maintains close-knit ties with multi-generational families and takes pride in imparting excellent, high-caliber service. Irma considers client privacy a top priority, upholding the discreet reputation for which the team is known.
Irma's extensive financial services career includes parallel roles in administration, operations and relationship management firms that include Credit Suisse, Smith Barney and Morgan Stanley. She joined The Gray-Polverini Group at Merrill Private Wealth Management, transitioning to J.P. Morgan with her team in 2024.
Irma holds FINRA Series 7 and 63 securities licenses.
Insights
Is it all one big AI trade?
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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AI use is exploding. So are the bills.
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Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
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July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now