Marci RosenfeldMarci RosenfeldExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Marci
Marci Rosenfeld is an Executive Director and Wealth Advisor at J.P Morgan Wealth Management.
A co-founder of The JMT Group, Marci works with highly successful clients across the Greater Bay Region to understand their financial goals and the challenges they face. She coordinates a team of specialists to provide custom wealth management services that include banking, credit, investment management, and trust and estate services. She has a particular focus on working with entrepreneurs, corporate executives and investors who are transitioning their businesses through M&A or public market transactions.
Throughout a two-decade career, Marci built a skillset that includes a specialization in concentrated stock diversification, hedging, and monetization strategies, originally honed as part of Credit Suisse's Private Client Group. She joined J.P. Morgan Wealth Management in 2023 from her position at First Republic Bank. Previously, Marci was a Wealth Advisor and Managing Director at Wells Fargo Private Bank, where she was known as a committed client advocate. Earlier, she was with Deutsche Bank National Trust Company, starting in their New York office in 2006 as the Head of their Integrated Strategies Group, where she developed the partnership between the Private Wealth Management, Corporate Banking and Investment Banking divisions.
Marci launched her career as an attorney in the corporate group at Kelley Drye & Warren LLP in New York City, where she worked on venture capital finance documentation.
A magna cum laude graduate of the University of Pennsylvania, Marci also earned a J.D. from the Columbia University School of Law. Before starting her career, she lived in Bialystok, Poland for a year, teaching English at a local high school.
Marci is a current Board member and a former Chair of the Board of Trustees of Working Solutions CDFI, a San Francisco-based Community Development Financial Institution dedicated to providing diverse entrepreneurs with affordable small business loans to increase economic opportunity in the Bay Area. She is also Vice Chair of the Board of Trustees of The Contemporary Jewish Museum in San Francisco.
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now