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.
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
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Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now