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

Family Legacy

When it comes to luxury travel, experience is king

June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Markets

Middle East tensions challenge renewed investor confidence

June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
Retirement

What is a backdoor Roth IRA?

June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
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