Will GradisekWill Gradisek, CFA®Investment Associate
About Will
Will Gradisek is an Investment Associate at J.P. Morgan Wealth Management.
The newest member of The Hafner Group, Will serves the investment needs of the team's high-net-worth individuals and families. He brings the skills he developed in his previous research-focused role to his current client-focused position. His diligence, good listening skills, and reputation for going above and beyond enable him to successfully conduct research, portfolio trading and customized performance reporting for the team.
Always passionate about the investment business, Will began his career on the institutional side as a credit analyst at PGIM Fixed Income, performing fundamental research on Real Estate Investment Trusts (REITs) and insurance companies. He joined J.P. Morgan in 2023 for the opportunity to work more closely with clients and their families in managing their investments.
Will graduated from Carnegie Mellon Tepper School of Business, where he played football while earning a B.S. in Business Administration with concentrations in Finance and Accounting. He is a Chartered Financial Analyst® (CFA®) Charterholder. He also holds FINRA Series 7 and 66 securities licenses.
Will lives in Conshohocken, Pennsylvania, and is an avid Philly sports fan. He also enjoys reading, golf, and fitness.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
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Stock-based compensation and the Section 83(b) election
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March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now