Peter GutierrezPeter GutierrezRelationship Manager
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
How AI can boost productivity and jump start growth
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now