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
Cybersecurity
Family social media guidelines: Sharing vs. security
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Cybersecurity
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Family Legacy
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Family Legacy
A historical look at the giving season
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Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowCybersecurity
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowCybersecurity
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
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Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowFamily Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowMarkets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowFamily Legacy
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September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowFamily Legacy
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September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
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