Tania GordonTania GordonSenior Client Associate
About Tania
Tania Gordon is a Senior Client Associate at J.P. Morgan Wealth Management.
Tania provides administrative and operational support to The McNamee White Group's high-net-worth clients, simplifying their financial affairs and restoring precious time to their schedules. Her responsibilities include account administration, maintenance and client correspondence.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Tania was a Registered Client Service Associate at First Republic Private Wealth Management, which she joined in 2021. Previously, she served as a Client Associate at RBC Wealth Management. She has worked in financial services since 2013.
A graduate of UCLA, Tania earned her B.S. in Physiological Science. She holds FINRA Series 7 and 66 securities licenses.
Markets
How did the markets respond to the U.S. Presidential debate?
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Business
Business succession planning: Valuing your business
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Outlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
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Wealth Planning
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Wealth Planning
Protecting estate plans from hostile family members may be advisable
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Wealth Planning
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Outlook
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
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Markets
A tale of two markets: Divergence amid the post–Labor Day sell-off
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Cybersecurity
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How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowBusiness
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September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowOutlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowWealth Planning
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowOutlook
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read NowMarkets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowCybersecurity