Marc KochMarc Koch, AIF®Executive DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Marc
Marc Koch is an Executive Director, Wealth Advisor and Portfolio Manager with J.P. Morgan Wealth Management.
Marc is the Co-Head of the Koch & Walters Group, and is responsible for managing the team and coordinating firm resources in servicing client needs. In 2022 and 2021, he was recognized by Forbes as a Best-In-State Wealth Advisor.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Marc is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He has also earned the Accredited Investment Fiduciary® (AIF) designation, which demonstrates his knowledge of and ability to apply fiduciary best practices.
Marc works with clients, their families and heirs to translate sophisticated financial matters into understandable terms. Marc is client-driven and creates approaches based on the entirety of a client's financial picture, listening intently to their priorities and working closely with their other trusted advisors such as CPAs and attorneys.
Marc graduated from Vanderbilt University with a B.A. in International Business and earned his M.B.A. at the Carroll School of Management, Boston College, with a specialization in Asset Management.
Marc lives in Manhattan with his wife, Ashley and their son, Sebastian. He is an active supporter and member of the Metropolitan Museum of Art. Marc enjoys fishing, skiing and golfing. He's originally from the Cleveland, Ohio area and is an avid supporter of all of their sports teams.
Insights
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now