
Emily GretenEmily GretenBusiness Management Specialist
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

6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
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
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
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
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
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
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
