Gordon SommerGordon SommerExecutive DirectorWealth Advisor
About Gordon
Gordon Sommer is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Gordon has been a partner of The Donohue Group since 2009. He applies his extensive experience to assist high-net-worth individuals and families with all aspects of portfolio management, including asset allocation, risk management, equity and alternative asset selection, and derivatives.
Before rejoining J.P. Morgan, Gordon worked at Morgan Stanley and RBC Wealth Management. He also served as a Portfolio Manager at Pinnacle Associates and Mission Global Advisors, where he managed long-only and long/short equity portfolios for high-net-worth and institutional clients. With over 30 years of experience, Gordon started his financial career in the Institutional Equities Group at UBS and J.P. Morgan.
Gordon graduated with a B.S.B.A. from the University of Florida and pursued Mechanical Engineering studies at Michigan Technology University. He holds FINRA series 7, 63 and 66 securities licenses.
Insights
Outlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
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Investing
4 key actions to consider for your portfolio for what’s to come this year
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Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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Outlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Economy
Is it a golden era for gold?
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Real Estate
What you need to know before buying a luxury home
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Retirement
3 ways to stay active while in retirement
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Outlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowOutlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowInvesting
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read NowInvesting
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowReal Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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