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"By taking a client-centric approach, I tailor investments to help clients pursue differentiated objectives, and continuously adjust strategies to align with evolving circumstances."
Gary Raczkowski

Gary Raczkowski

"By taking a client-centric approach, I tailor investments to help clients pursue differentiated objectives, and continuously adjust strategies to align with evolving circumstances."
About Gary Raczkowski

Welcome

Gary Raczkowski is a Portfolio Manager who brings a personalized style to each client relationship. His business is centered on two principles: Experience may earn respect, but you earn loyalty and trust by investing the time to understand and support each client's individual needs.
Gary serves a select group of high-net-worth clients, corporate executives and business owners. His focus is on managing discretionary portfolios using a combination of technical and analytic skills, amassed over 30 years in the financial services industry, to identify selective sectors and companies in which to invest. He looks to mitigate risk and seek the most positive momentum in today's challenging market.
By taking a client-centric approach, Gary tailors investments to help pursue differentiated objectives, and he continuously adjusts strategies to align with evolving circumstances. Gary's attentive process ensures that he is directly accessible to his clients, affording them the luxury of concentrating on their families and businesses while he attends to their investments.
Gary leverages J.P. Morgan Wealth Management' platform to deliver what his clients require—the personalized service of a boutique organization and access to an extensive range of products and services, including trusts and estates, concierge banking, philanthropy, mortgages and credit.

Meet Our Team

Insights

Markets and Economy

Is the momentum trade over?

June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
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Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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Business Planning

Business succession planning: Building an effective team

June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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