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.
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July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now