Gloria InfanteGloria InfanteVice PresidentRelationship Manager
About Gloria
Gloria Infante is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
As her colleagues and clients will tell you, Gloria is the glue of the group. A talented and organized multitasker, she manages the group's operations, prepares financial reports, rebalances portfolios, handles transactions, account administration, money transfers and journal entries, and introduces clients to the firm's time-saving technology.
Devoted to clients, she is not only quick to offer solutions, but also to recognize their voices when they call. Gloria finds that knowing clients exceedingly well is critical to the superior wealth management experience. More than anything, Gloria relishes her conversations with clients and the satisfaction that comes from addressing issues that can occupy their time and weigh on their minds. "I really enjoy going the extra mile for clients—especially when they believe a solution is not possible. If something seems out of reach, I reach farther. Happy clients make me happy," Gloria explains.
Paying her way through college, Gloria began her financial career as a teller at a Bank of America branch. After earning a B.S. with a concentration in Finance from California State University, Hayward, in 2006, she began working with Mark Beach and Rick DuPont at Banc of America Investments. Gloria has never looked back, moving with them to Merrill Lynch, then to First Republic, and in 2024, to J.P. Morgan Wealth Management.
For Gloria and her husband, George, life revolves around their young sons' soccer and flag football games. Gloria is also active in her sons' school, reading and trying new recipes (her banana nut bread is a family favorite).
Insights
Insight 7: Develop a capable and committed rising generation
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August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
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Insight 1: Build and sustain a “great” extended family
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July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
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How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now