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
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Markets
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March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowOutlook
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March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowInvesting
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowMarkets