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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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