Tracey GluckTracey Gluck
Managing Director
Wealth Partner

"Focusing on clients in transition, I assess their current and long-term needs, time horizons and risk tolerance."

Awards and Industry Recognition

Barron's

Top 1200 Financial Advisors
2021 • 2019 • 2018
Top 100 Women Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017

Forbes

Best-In-State Wealth Advisor
2021 • 2020 • 2019 • 2018
Top 100 Women Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2017

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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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