
Mark GrandeMark Grande, CFA®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Mark
Mark R. Grande is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
For as long as he can remember, Mark has witnessed his father's ability (Richard Grande) to cultivate trusted relationships with clients. Since following in his father's footsteps as an advisor— and having walked and worked beside him for years—Mark has developed an extensive skillset and a deep appreciation for managing clients' wealth and expectations.
Today, Mark works with clients on pre- and post-liquidity planning, asset allocation construction, single stock risk management and diversification, estate planning strategies, cash flow modeling, trust-related issues, and tax planning. He is keenly attuned to the opportunities and challenges inherent in preserving and transferring wealth.
Mark's greatest professional reward is getting to know clients exceedingly well and using that understanding to help craft a strategy that truly reflects their distinctive needs and desires. In learning from clients, he looks to connect the dots in their lives to a strategy meant to address key aspects of their financial picture. His ultimate objective is to simplify their financial lives, so that they can focus on what brings them joy and fulfillment.
It is Mark's belief that a sound wealth management strategy begins with each client's vision of the future. Dedicated to being a consistent financial resource and presence, he feels it's incumbent on him to provide clients with the confidence to make informed decisions, especially when emotions can take hold.
Mark joined J.P. Morgan from First Republic, where he worked for nine years. Prior to that, he worked at NEPC for four years, within its Endowments and Foundations Team. In that role, he conducted asset allocation studies, generated investment policy statements, evaluated investment managers and monitored their performance. During his last years at NEPC, he worked in its Chicago office helping to build the firm's presence in the Midwest. Prior to NEPC, Mark worked in US Bank's corporate trust division. He began his career in 2008.
Mark holds a Bachelor's degree in Economics from Bates College and is a CFA® charterholder. He lives in Needham, Massachusetts, with his wife and two young children. In addition to coaching local youth sports teams, he is an avid traveler with family members residing in the US, UK and India. Mark is a past supporter of the Big Brothers Big Sisters program.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights

All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now