About The Gordon Group

The Gordon Group provides concierge service tailored to each and every client—investment advisory, wealth planning and banking services. We believe this customized and focused approach is integral to the enduring strength and longevity of our relationships.

We combine decades of experience in the Financial Service industry with J.P. Morgan's intellectual capital and 200-year history as a leader in asset and wealth management to present the highest caliber advice and guidance.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Adeel Ganju
Vice President, Lending Solutions Specialist

Patrick Schultz
Executive Director, Wealth Planning and Advice



2023 report card: Portfolios show resilience amidst bank struggles

April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now

Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence

April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now

Quick shot: Resilience, despite new risks

April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
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