Tracey GluckTracey GluckManaging DirectorWealth Partner
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About Tracey
Tracey Gluck is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management, and the founder of The Gluck Group. She is also a Portfolio Manager in the firm's exclusive Portfolio Manager Program, a select group of advisors who have passed a screening process and are reviewed regularly on both a quantitative and qualitative basis. Focusing on clients in transition, she assesses their current and long-term needs, time horizons and risk tolerance. She then designs tailored portfolios to achieve their objectives, employing J.P. Morgan's vast array of services and thought leadership resources.
Tracey was trained as a special education teacher, but had a passion for investing, which ultimately led to her career in financial services. Joining an investment firm in the human resources department, she studied finance at night as a precursor to becoming a Wealth Partner. Her disciplined approach to asset allocation and portfolio diversification is founded in fundamental and technical analysis. Her clients trust her to guide them in making solid investment decisions and staying the course when markets are challenging. Joining J.P. Morgan's predecessor firm Bear Stearns in 1985, Tracey then transitioned to J.P. Morgan in 2008 in her current role.
Tracey graduated from the University of Southern California, earning both a B.A. and an M.A. She lives in Beverly Hills and enjoys skiing, travel and photography. Active in the Special Olympics, and on the board of The Children's Institute, an organization that serves the most at-risk and overlooked youth in Los Angeles, she also volunteers with Best Friends, the largest animal rescue organization in the country.
Insights
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February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now