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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
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Can today’s market volatility be turned into tax benefits?
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Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now