Tracy SchneiderTracy SchneiderExecutive Director
About Tracy
Tracy Schneider is an Executive Director with J.P. Morgan Wealth Management.
As the Chief Operating Officer of The Weikes Group, Tracy provides leadership and strategic direction for carrying out the team's culture. Her focus is on overseeing the day-to-day operations of the team and its organizational vision.
Tracy brings an entrepreneurial mindset to her COO role, drawing from her experience on the front lines of portfolio management to develop premium, white-glove services that deepen the client experience. Responsive and detail-oriented, she fosters an environment of excellence and derives personal satisfaction from empowering her group.
With a career that spans 30 years, Tracy is highly skilled in business strategy, project management, operations and communication. Most recently, she led J.P. Morgan Advisor Marketing for five years during a period of significant growth. An advocate for causes that support women, she is involved with J.P. Morgan's Women on the Move.
Before joining J.P. Morgan, Tracy worked at AllianceBernstein, where, as a Director in Bernstein Private Wealth Management, her success led to being tasked with designing and implementing the client experience for HNW and UHNW clients.
Previously, Tracy spent 17 years in the Equity Portfolio Management Group, helming private client and institutional middle office teams that oversaw $500 billion in assets. She worked hand in-hand with CIOs and Portfolio Managers to construct multi-asset portfolios and investment guidelines.
During Tracy's time at Bernstein, the company grew from a small money manager with 300 employees to a firm 5000 strong. She joined J.P. Morgan for the opportunity to bring her practice management capabilities to a boutique culture reminiscent of her roots.
Tracy earned a B.B.A. in Finance from The George Washington University and has her FINRA Series 7, 65 and 63 licenses. She lives in New York City and enjoys spending time with her family, seeing movies and relaxing with a good book.
Insights
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Big market swings are tough, but staying invested is crucial
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Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read Now
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read Now
What to expect from Jackson Hole
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What the Inflation Reduction Act could mean for the economy
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Three ways you can help your teenager make the most of a new school year
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Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read NowToday’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowBig market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowMarket Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read NowSo long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowWhat to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowWhat the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowThree ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read Now