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 First Republic 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 2024 CPI Report: Inflation readings largely match expectations
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December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
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December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
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December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now