Marc KarstaedtMarc KarstaedtExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Marc
Marc Karstaedt is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As the founder of The Karstaedt Group, Marc introduces financial strategies, asset management and wealth transfer into his goals-oriented wealth management practice. He is committed to forging multigenerational client relationships and he makes it his goal to help each client shape the legacy that they would like to bequeath to their heirs.
Prior to joining J.P. Morgan, Marc was a Senior Vice President, Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has enjoyed a successful career of over 30 years in wealth management on Wall Street, also working for Smith Barney and Morgan Stanley for over two decades. Marc's long tenure in the financial services industry has proven invaluable in navigating complicated market conditions. He feels this background is essential in crafting complete financial guidance for his clients.
Marc attended the University of the Witwatersrand, in Johannesburg, South Africa, where he obtained a Bachelor of Commerce degree. In 1990, he completed his Computer Technology and Applications (CTA) designation at Columbia University, subsequently specializing in relational database design and implementation. An active member of his community, Marc supports a number of charitable causes.
Insights
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now