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
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read Now
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There 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 Now4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read NowConsiderations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowAfter the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read NowSeptember 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read NowAre you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowNew York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There 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 Now