About Marc Torres

An architect of a family office's financial legacy.

I work closely with family office clients across the U.S. to build diversified portfolios with a strong focus on fixed-income and alternative investments. My background within the institutional capital markets is differentiated and enables me to offer a breadth of value-added capabilities.

  • Evaluate the role of direct equity investments and alternative investments within the broader context of a family office's overall investment objectives, policies, and target asset allocation guidelines.
  • Leverage the full capabilities of J.P. Morgan to identify and distribute institutional-quality investment opportunities, including direct equity deal flow and other niche ideas.
  • Deliver private placement offerings through a collaboration with the firm's equity capital markets team.
  • Originate and secure structured lending transactions backed by non-standard collateral such as direct private equity holdings, concentrated public stock positions, restricted stock and limited partnership interests in hedge funds and private equity funds.

Meet Our Team

Insights

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
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