About Marc
Marc Smith is a Client Associate at J.P. Morgan Wealth Management.
An integral member of The Apollo Group, Marc works closely with high-net-worth clients to streamline their operational needs and support their administrative priorities. His areas of focus include new account onboarding, account maintenance and client communications.
A graduate of Wesleyan University, Marc earned a B.A. in Economics and Psychology. While in school, he spent his summers gaining equity research and private banking experience at Capital Wealth Advisors and J.P. Morgan Private Bank, respectively. After graduating in 2024, Marc joined The Apollo Group, where he applies these experiences as a valued member of the team.
Marc currently lives in New York City. Outside of work, he enjoys playing hockey, making music and hanging out with friends and family.
Business Planning
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Markets
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Wealth Planning
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Retirement
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Markets
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The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowInvesting
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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets