Tracy CarusoTracy Caruso, CFP®AssociateRelationship Manager
Awards and Industry Recognition
Forbes
About Tracy
Tracy Caruso is an Associate and Relationship Manager with J.P. Morgan Wealth Management.
Tracy is charged with orchestrating The Glackin Group's day-to-day operations, keeping the team on track and managing critical front-line functions in support of high-net-worth individuals and their families. She drives new initiatives that keep the Advisors at the forefront of innovative ideas and helps enhance the group's suite of family office services. Tracy navigates the breadth of J.P. Morgan to connect clients with specialists that align with their important goals. Her planning approach enables her to proactively address the needs of clients and colleagues alike.
Tracy graduated from the University of Illinois, Chicago with a B.S. in Finance. With over 15 years of experience in financial services, she began her career in 2008 at Deutsche Bank Alex. Brown as a Registered Sales Associate. Tracy then moved to Morgan Stanley Private Wealth Management, where she was responsible for investment due diligence, asset allocation and financial planning for an ultra-high-net-worth practice. She joined J.P. Morgan in 2021.
She holds the CERTIFIED FINANCIAL PLANNER® designation and FINRA Series 7, 9, 10, 63 and 66 securities licenses.
A native of Wisconsin, Tracy currently resides in Haddon Heights, New Jersey with her daughter, Violet and husband, Santo. She is a passionate advocate for individuals struggling with rare neuro-immune diseases and migraines, sharing her own personal story of survival and supporting others who face similar challenges.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
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October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
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October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
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October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now