Tracy PulversTracy PulversExecutive DirectorWealth Partner
Fax Number: (310) 220-6835
About Tracy
Tracy Pulvers is an Executive Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management.
Tracy brings nearly 60 years of investment management background to guide clients through the complexities of significant assets. He has devoted the entirety of his career to the financial industry and is experienced across different economic, business and market cycles.
Most recently, Tracy was a Senior Vice President and Senior Portfolio Manager with RBC Wealth Management. Previously, he was with Citigroup Smith Barney and with Donaldson, Lufkin & Jenrette Securities Corporation. He began his career as a Certified Public Accountant in the Tax Department of Arthur Andersen.
Tracy is a graduate of the University of California, Los Angeles, where he earned a B.S. in Accounting and an M.B.A. from the University's Anderson School of Business. He resides in Pasadena with his wife, Laurel, and daughter, Ava.
Wealth Planning
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Outlook
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Wealth Planning
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Wealth Planning
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Wealth Planning
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Outlook
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December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowBusiness
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December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
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6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowWealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowWealth Planning
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December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowOutlook