
Mark HorncastleMark HorncastleManaging DirectorWealth Partner
About Mark
Mark Horncastle is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. A member of The Firstman, Horncastle, Cram, Worley Group, Mark serves as the lead on tactical portfolio decisions, internal and external product evaluation, and alternative investments for the team's high-net-worth clients.
For the entirety of his career, Mark has been an active investor in the private equity and hedge fund asset classes. The collective information acquired from long and deep relationships with some of the smartest investment firms and investors of the last 20+ years has given Mark a nuanced understanding and the ability to make informed decisions at an asset class level for the team's clients.
Mark also takes the lead on many aspects of client and team risk management. He feels that one of the greatest commitments he can make to clients is to protect their interests for long-term prosperity through rigid risk controls. His philosophy is that while he cannot control the markets, he can control the level of exposure when clients participate in them. Mark believes that a disciplined and unyielding investment risk management process is an important foundation for long-term business continuity and growth. He is a member of J.P. Morgan Wealth Management' Portfolio Manager Program, a select group of advisors in the firm who have undergone a comprehensive screening and due diligence process to be allowed to manage discretionary client assets.
Before joining J.P. Morgan in 2015, Mark spent 18 years in finance at Donaldson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC. He earned his B.A. from Trinity College with a major in Political Science and a minor in Medieval and Renaissance Studies. Furthering his studies, he earned his M.B.A. from Vanderbilt University, Owen Graduate School of Management, with a concentration in Finance.
Mark lives in South Florida with his wife, Lorena, and three children, Emma, Audrey and George.
Insights

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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

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May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now