About Emily

Emily Greten is a Business Management Specialist at J.P. Morgan Wealth Management.

Emily provides operational and customer service support for high-net-worth individuals. Her responsibilities include coordinating operational aspects of the team, addressing inquiries and preparing financial documents. She serves as a liaison to other departments within the firm to deliver an excellent customer experience.

After earning a B.A. in English at Simmons College, Emily launched her career in 2013 at The Debt Exchange as a Relationship Manager. She then moved to UBS, where she joined Peckler Wealth Management, where she has gained valuable experience as an important member of the team.

Residing in Marblehead, MA, with her two high school-aged daughters, cat and dog, Emily has given back to her local community as an event chair and board member of the Junior Aid Society, a women's fundraising group which provided grants to local non-profit organizations. She has recently developed a love for boxing, participating in Hay Makers for Hope's Belles of the Brawl, a cancer research fundraiser. A lover of the outdoors, she spends her winters skiing and summers hiking and golfing, but her favorite activity is spending time with her family.

Insights

Select this article to learn more about our latest insights
Family Legacy

6 practices to help you navigate family dynamics during the holidays

December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Investing

Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities

December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Select this article to learn more about our latest insights
Wealth Planning

Providing for your loved ones during your lifetime

December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.