Rebecca PicazoRebecca Picazo
Vice President
Investment Associate

"I was initially attracted to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities."

About Rebecca

Rebecca Picazo is a Vice President and Investment Associate with J.P. Morgan Wealth Management.

She leads The Gluck Group's lending initiatives, including residential mortgages and home equity lines. In addition, her responsibilities include pursuing new business opportunities, marketing, and performing due diligence and reporting on mutual funds and alternative asset managers.

Rebecca was initially attracted to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities. After college, she began her career in operations, and then became a sales assistant, where she coordinated a training program. Her vast experience, professionalism, and constant determination have helped contribute to the success of The Gluck Group today.

With over 25+ years of experience in the investment management industry, Rebecca began with Dean Witter (now Morgan Stanley) from 1996–1998, Bear Stearns from 1998–2005, and Union Bank from 2005–2007. She rejoined J.P. Morgan's predecessor firm in 2007, transitioning with her team to her current role.

Rebecca graduated from The University of LaVerne with a B.S. in Business Administration, and earned an M.B.A. in Global Management from The University of Phoenix. She and her husband live in Covina with their son, who is in college, and daughter, who is a cheerleader and plays softball.

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
Investing

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 Now
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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 Now
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