About Elizabeth

Elizabeth (Biz) Pendergast is a Client Associate at J.P. Morgan Wealth Management.

Before joining the firm in 2023, Biz worked with her colleagues at First Republic and Merrill Lynch for five years. She began her career in financial services at Alex. Brown and spent more than 15 years as a client administrator at Moody, Lynn, Lieberson & Walker LLC, investment advisors.

As the first point of contact for many clients, Biz serves as their capable liaison with other team members and the firm's specialists. She works closely with the team's portfolio managers, provides overall operational support, and handles transactions and administrative functions.

Biz holds a B.A. from Ripon College. She grew up in the New Jersey countryside, riding horses and competing. Today, Biz still rides and enjoys playing golf with family and friends. She and her husband, David, have seven chickens, two dogs, a cat, and most importantly, two sons and three wonderful grandchildren.

Insights

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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