About Elizabeth

Elizabeth (Biz) Pendergast is a Client Associate at J.P. Morgan Wealth Management.

Before joining the firm in 2023, Biz worked with her colleagues at First Republic and Merrill Lynch for five years. She began her career in financial services at Alex. Brown and spent more than 15 years as a client administrator at Moody, Lynn, Lieberson & Walker LLC, investment advisors.

As the first point of contact for many clients, Biz serves as their capable liaison with other team members and the firm's specialists. She works closely with the team's portfolio managers, provides overall operational support, and handles transactions and administrative functions.

Biz holds a B.A. from Ripon College. She grew up in the New Jersey countryside, riding horses and competing. Today, Biz still rides and enjoys playing golf with family and friends. She and her husband, David, have seven chickens, two dogs, a cat, and most importantly, two sons and three wonderful grandchildren.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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