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

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Investing

Selling stock under a 10b5-1 plan

January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Family Legacy

New J.P. Morgan research sheds light on the wealth dialogue between generations

January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
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Wealth Planning

Providing for children with special needs

January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
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