Richard GordonRichard Gordon

Managing Director

Wealth Partner

Richard Gordon is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.

As the senior member of The Gordon & Nutkowitz Group, Rich brings over four decades of experience in the financial services industry to build and manage tailored investment portfolios and to deliver retirement strategies for the Group’s high-net-worth clients.

A planner by nature, Rich focuses on a select customer base—including corporate executives, institutions, small business owners and retirees. It is his belief that having fewer but more intimate relationships has helped him offer clients one-on-one attention and the ability to serve their financial needs. Rich’s investing process is concentrated on the preservation of capital and attainment of long-term goals. He also customizes portfolios to pursue client objectives using bonds, stocks, mutual funds and exchange-traded funds.

Rich’s disciplined approach starts with a personalized plan for each client, from which he develops an individualized portfolio based on their objectives and life stage. His deliberate methods eschew aggressive and emotional thinking and allow him to select the most appropriate investment vehicles in a tax-efficient manner. Rich conducts regularly scheduled reviews and continuously monitors portfolios, adjusting strategies as needed. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.

Rich’s philosophy is also his great passion: to be a stalwart steward of a family’s wealth. He derives enormous satisfaction knowing that his counseling has helped families build sound wealth plans and pursue their goals across generations. The high-quality array of services available at J.P. Morgan, including industry-leading research capabilities and intellectual capital, enable Rich to provide comprehensive wealth management services and to assist his clients with trust and estate capabilities, banking, charitable giving, asset transfer and lending options.

Prior to joining J.P. Morgan in 2015, Rich spent nearly four decades at Wells Fargo Advisors and its predecessor companies including Wachovia, Prudential Bache Financial and Drexel Burnham Lambert.

Rich graduated from the University of Colorado with a B.B.A. in Finance. He sits on the board of Friends of United Hatzalah of Florida. He has two grown children and enjoys hiking and gardening. As the market continues to be a lifelong interest, Rich is typically at his desk by 6:30 a.m.