Gordon LevyGordon LevyManaging DirectorWealth Partner
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About Gordon
Gordon Levy is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
As a founding member of The G Wealth Management Group, Gordon delivers wealth planning and asset management for individual investors, family offices, corporate executives and entrepreneurs. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Gordon believes in the importance of getting to know his clients, delving into their tolerance for risk and market knowledge. He finds they often have preconceived notions about products, asset classes, and investment approaches, and he invests time in educating them about the team’s process. Gordon’s mission is to act in the best interest of each individual, and he focuses on alleviating any concerns they may have resulting from the complexities of their wealth.
Gordon’s starting point is with J.P. Morgan’s extensive platform of research, strategies, and subject matter professionals, and he tailors both product selection and investing style to the individual. He does not use off-the-shelf models but rather works to help clients make appropriate choices. He also assists clients with the firm’s services on trusts and estates, private banking, philanthropy, mortgages and credit.
Prior to joining J.P. Morgan in 2015, Gordon was a Private Wealth Advisor with Barclays Wealth and Investment Management. He began working in private client services in 2004 with Lehman Brothers, providing customized investment and portfolio strategies. Before his financial services career, Gordon was a chef at Gramercy Tavern and a manager at New York City Hall.
Gordon graduated from the University of Arizona with a B.A. in Behavioral Science and Marketing and earned his M.B.A. from Fordham University Business School. He also earned a B.A. in Culinary Arts from the Culinary Institute of America.
Gordon lives in Roslyn, NY, with his wife, their two children, and two dogs. He enjoys paddleboarding, tennis and cycling.
.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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