
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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Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
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May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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