
Richard GordonRichard GordonManaging DirectorWealth Partner
Awards and Industry Recognition


Forbes
About Richard
Richard Gordon is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the senior member of The Gordon & Nutkowitz Group, he 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.
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 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.
Insights

A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is 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 Now
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
Insight 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 Now
AI 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 Now
AI 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 Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is 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 Now
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
Insight 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 Now
AI 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 Now
AI 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 Now
