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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February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowWhat you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowSoftware shock: AI’s broken logic
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
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