About Peter

Peter Gutierrez is a Relationship Manager at J.P. Morgan Wealth Management.

Prior to joining the firm with his colleagues in 2023, Peter held the Client Relationship Analyst title at First Republic and was a Wealth Management Associate for four years at Merrill Lynch, where he began working with the team, providing operational support and assisting with portfolio management. Peter launched his career at UBS in Market Operations.

With wide-ranging financial experience, Peter leads the group's Client Service & Operations Team, monitoring the accuracy of asset movements within clients' portfolios, managing overall client onboarding, and working closely with his advisory and operations associates in all aspects of the client relationship.

Peter enjoys hearing from clients, learning about their personal and professional interests, and supporting them during what can be stressful inflection points in their financial lives.

Peter grew up in California and earned a B.B.A. from the University of Hawaii. He and his wife, Jocelle, reside in Dedham, Massachusetts where life revolves around their three children. Peter enjoys the beach, all outdoor activities and attending his children's sporting events.

Insights

Markets

What does the Fed’s latest move mean for investors?

November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now
Outlook

Eye on the Market: Kamilton: the 2024 election and who tells your story

November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read Now
Markets

U.S. election recap: What could GOP policies mean for investors?

November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.Read Now
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