Annie PeartreeAnnie PeartreeBusiness Management Specialist
About Annie
Annie Peartree is a Business Management Specialist at J.P. Morgan Wealth Management.
Annie facilitates business operations for The Apollo Group, ensuring a seamless workflow in order to provide optimal client service. As the internal team liaison, she implements proactive management of tasks and client needs. Annie leverages communication, collaboration and attention to detail as tools to achieve her ultimate goal: delivering a superior client experience.
Annie began her career in Private Wealth Management at UBS as a Client Service Associate. During her time at UBS, she worked with ultra-high-net-worth clients, with a focus on business owners and entrepreneurs. Annie joined a predecessor firm of J.P. Morgan in 2023 as a member of the Transition Team, bringing to The Apollo Group a deep understanding of project management and integration of J.P. Morgan procedures.
Annie graduated from Wesleyan University with a B.A. in Philosophy and Economics. Outside of the office, Annie is a former college track athlete passionate about running, promoting financial literacy, supporting women in business, and travelling to visit her family who resides in France.
Insights
Why the U.S. economy and S&P 500 are diverging
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
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Preserving your wealth
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
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe 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 NowHealth 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 NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal 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 NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now