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

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

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Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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(212) 272-4451marc.koch@jpmorgan.com