Tracey Gluck is a Managing Director and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan, and founded The Gluck Group. Tracey is also a Portfolio Manager in the firm’s exclusive Portfolio Manager Program (PM Program), a select group of advisors who have passed a screening process and are reviewed regularly on both a quantitative and qualitative basis. Focusing on clients in transition, Tracey assesses their current and long-term needs, time horizon and risk tolerance. She then designs tailored portfolios to achieve their objectives, employing J.P. Morgan’s vast array of services and thought leadership resources.
Tracey was trained as a special education teacher, but had a passion for investing, which ultimately led to her career in financial services. Joining an investment firm in the human resources department, she studied finance at night as a precursor to becoming a financial advisor. Her disciplined approach to asset allocation and portfolio diversification is founded in fundamental and technical analysis. Her clients trust her to guide them in making solid investment decisions and staying the course when markets are challenging.
Tracey joined J.P. Morgan’s predecessor firm, Bear Stearns, in 1985, and transitioned to the firm in 2008 in her current role. Honored by Barron’s in 2010 as one of the country’s Top 100 Women Financial Advisors¹, she also received the Century City Chamber of Commerce’s 2011 Women of Achievement Award and the Chaka Khan Foundation’s Mentor Award.
Tracey graduated from the University of Southern California, earning both B.A. and M.A. degrees. She lives in Beverly Hills and enjoys skiing, travel and photography. Active in the Special Olympics, and on the board of The Children’s Institute, an organization that serves the most at-risk and overlooked youth in Los Angeles, Tracey also volunteers with Best Friends, the largest animal rescue organization in the country.
Registered States: AZ, CT, FL, IL, KY, MI, MO, NV, NY, OK, RI, TN, VA, CA, DE, GA, IN, LA, MN, MT, NJ, NC, SC, OR, TX, WA, CO, DC, HI, KS, MA, MS, NE, NM, OH, PA, SD, UT, WI