Tracy SchneiderTracy SchneiderExecutive Director
About Tracy
Tracy Schneider is an Executive Director with J.P. Morgan Wealth Management.
As an integral member 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 important 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, 63 and 65 securities licenses. She lives in New York City and enjoys spending time with her family, seeing movies and relaxing with a good book.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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