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

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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