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Thursday, Nov 21, 2024

Most Influential Wealth Managers: Tracey Gluck

Tracey Gluck

Managing Director

JP Morgan Securities

ASSETS UNDER MANAGEMENT: $1.3 billion

Tracey Gluck is a Managing Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan, and founder of The Gluck Group. She is also a Portfolio Manager in the firm’s exclusive Portfolio Manager Program, a select group of advisors who have passed a screening process and are reviewed regularly on both a quantitative and qualitative basis. Gluck has been with the firm for 34 years and continues to focus on building wealth for her clients.

Gluck is active in the community, participating in many philanthropic ventures and speaking with women nationwide to build their financial acumen. She is an active board member with the Ronald Reagan UCLA Medical Center. Through her numerous business endeavors, Gluck has expanded her practice and has become one of the top J.P. Morgan Financial Advisors in the country, managing over $1.3 billion in assets.

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