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
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowChanging your state of residence
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November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now