Marc SmithMarc SmithClient Associate
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.
Wealth Planning
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Business Planning
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Wealth Planning
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Wealth Planning
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Outlook
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Wealth Planning
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Wealth Planning
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Wealth Planning
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September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
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September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowWealth Planning
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September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning