
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

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November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
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November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
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