
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now