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.

Markets and Economy

Why are stocks at record highs with no Iran resolution?

April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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Retirement

3 ways to stay active while in retirement

April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
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Wealth Planning

What is the wash sale rule?

April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now