About Gordon

Gordon Sommer is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Gordon has been a partner of The Donohue Group since 2009. He applies his extensive experience to assist high-net-worth individuals and families with all aspects of portfolio management, including asset allocation, risk management, equity and alternative asset selection, and derivatives.

Before rejoining J.P. Morgan, Gordon worked at Morgan Stanley and RBC Wealth Management. He also served as a Portfolio Manager at Pinnacle Associates and Mission Global Advisors, where he managed long-only and long/short equity portfolios for high-net-worth and institutional clients. With over 30 years of experience, Gordon started his financial career in the Institutional Equities Group at UBS and J.P. Morgan.

Gordon graduated with a B.S.B.A. from the University of Florida and pursued Mechanical Engineering studies at Michigan Technology University. He holds FINRA series 7, 63 and 66 securities licenses.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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