George AnagnostouGeorge AnagnostouClient Associate
About George
George Anagnostou is a Client Associate with J.P. Morgan Wealth Management.
As an important member of The AC Group, he provides operational and problem-solving support for high-net-worth clients and institutional investors. George's responsibilities include onboarding procedures, wire transfers, journal entries, monitoring transactions and ad hoc requests. He has a reputation for managing day-to-day activities in a steady and experienced manner.
George graduated from the University of California, Davis, with a B.S. in Managerial Economics and a B.A. in German. He began his career in 2021 at Compass. George moved to J.P. Morgan Wealth Management in 2022, where he is building a reputation for his attention to detail. Outside of work, George enjoys hiking and cycling throughout the Bay Area and reading about world history. He lives in Redwood City, where he spends time with his family and friends.
Insights
Cybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Markets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
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Wealth Planning
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Retirement
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Family Legacy
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Retirement
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Wealth Planning
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Wealth Planning
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3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMarkets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
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New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowFamily Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowRetirement
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowMarkets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowWealth Planning
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowWealth Planning
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