Gregory WalkerGregory WalkerManaging DirectorWealth Advisor
About Gregory
Gregory Walker is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. He provides investment services and portfolio management for a diverse group of clients, including high-net-worth individuals and families, corporate executives and business owners.
Greg's approach to investing and decision making is built upon a bedrock of analysis and discipline honed by over three decades of experience in the financial services industry. He labors intently to find the appropriate mix of investment vehicles to help clients pursue their financial objectives, which range from wealth preservation and income production to aggressive growth over time. His market proficiency and the significant resources of J.P. Morgan's research capabilities give him the tools to create tailored portfolios for his clients that are consistent with their individualized goals and desired levels of risk.
Communication is a key element of his investing approach. To Greg, conversations should go deeper than reporting earnings on a regular basis. He imparts clarity and transparency when discussing investment choices with clients, and speaks in terms commensurate with their investing experience and sophistication. Greg strongly believes in looking out for his clients' best interests and genuinely cares about their situations and goals.
Greg began his career as an Analyst for Goldman Sachs and moved to Merrill Lynch to become a Financial Advisor. He joined Bear Stearns in 1987 and transitioned to J.P. Morgan in 2010. Greg proudly states that he has had the same business phone number for almost 30 years.
A graduate of Presbyterian College in South Carolina with a B.A. in Business Administration, Greg also holds an M.S. in Financial Management from American Technology University.
When not in the office or with clients, Greg is a passionate golfer with a single-digit handicap, a fitness buff and a jazz aficionado. He is an Elder at the Marble Collegiate Church and chairs its Investment Endowment Committee. Greg supports the Litchfield Jazz Camp, which helps children learn the art of music. He lives in New Jersey with his wife and son.
Insights
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
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
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
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember 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 NowWe 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 NowMarket 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 NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now