Mark BaumgartenMark BaumgartenVice PresidentWealth Advisor
About Mark
Mark Baumgarten is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of The Baumgarten Group, he works with individuals and multigenerational families seeking prudent investment ideas to help meet their goals, both now and throughout their financial lifecycle.
The special cachet that J.P. Morgan offers is of paramount importance to Mark's clients. In addition, he brings experience across multiple market cycles, which serves as the foundation for the trust he has built and nurtured over many years.
Mark credits his listening skills, empathy, and ability to foster trusting relationships as the key factors contributing to the success he enjoys with the individuals he serves. He brings a laser focus to business-related details that impact their situation and is inspired by the positive effect his guidance has made on their lives.
His 25-plus years in wealth management are a natural outgrowth of his earlier career in special education and human resources management. Mark pivoted to financial advisory when he joined Gibraltar (now Royal Bank of Canada), where he spent nine years before transitioning to his present position at a J.P. Morgan predecessor firm in 2005.
A graduate of the University of Bridgeport, where he earned a B.A. in Philosophy, Mark obtained an M.Ed. in Educational Psychology from Montclair State University.
He is a lifelong resident of Essex County, New Jersey, where he and his wife, Grace, raised their two adult sons. Mark demonstrates his commitment to his community as a member of the board of directors for the Housing Partnership of New Jersey and as past Chair of the Fair Housing Council. He was previously involved with the Board of his town's baseball league and coached Little League baseball. In his free time, Mark enjoys golfing, reading, music, and theater.
Insights
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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