Quinn GotzianQuinn GotzianClient Associate
About Quinn
Quinn Gotzian is a Client Associate at J.P. Morgan Wealth Management.
He works closely with clients of The Soja West Group, adding to their comfort and confidence in managing their financial affairs. With a keen attention to detail and a proactive approach, Quinn ensures that each client's financial needs are met with care and precision. He excels in managing complex client requests, streamlining account administration and providing seamless support across all aspects of wealth management. Known for his responsiveness and professionalism, Quinn builds lasting relationships by anticipating client needs and delivering tailored solutions that enhance their financial experience with The Soja West Group.
Quinn joined J.P. Morgan Wealth Management in 2024. Prior to that, he worked in the Wealth Management and Advisory Services department at Washington Trust Bank, where he handled the day-to-day administration needs of the clients his team served. He then joined F&M Bank's management trainee program and supported its banking and lending initiatives.
Quinn earned his B.S. in Business Administration from California Polytechnic State University – San Luis Obispo.
Insights
Markets and Economy
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Markets and Economy
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Wealth Planning
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Markets and Economy
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Family Legacy
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Business Planning
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowRetirement
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What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets and Economy
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowWealth Planning
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April 15, 2026Transferring 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 NowMarkets and Economy
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowMarkets and Economy
The defensive playbook isn’t your average inflation roadmap
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