Marc KochMarc Koch, AIF®
Executive Director
Wealth Partner

"I serve as a lead advisor and am responsible for managing the team and coordinating firm resources in servicing client needs."

Awards and Industry Recognition

Forbes

Best-In-State Wealth Advisors
2022 • 2021
Top Next-Gen Wealth Advisors
2021 • 2019 • 2018

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

Wealth Planning

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
Taxes

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
Investing

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
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(212) 272-4451marc.koch@jpmorgan.com