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.
Wealth Planning
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Sustainability
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Markets
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Outlook
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Where will tariff rates settle? 3 scenarios explained
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April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowMarkets