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
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