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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now