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.
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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 NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now