Marne AltbaumMarne Altbaum, ChFC®Investment Associate
About Marne
Marne Altbaum is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The Carroll Group, she provides operational and administrative support for high-net-worth individuals and their families, corporate executives and entrepreneurs. Marne’s responsibilities include onboarding accounts, fund transfers, ad hoc requests and maintaining account records. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Marne graduated from University of Delaware with a B.A. in Communication. With 25 years of experience in financial services, she began her career in 1993 at Kidder Peabody as a Marketing Assistant and then moved to Lehman Brothers, Barclays and Morgan Stanley, where she developed skills to carefully address individual clients’ needs. Marne joined J.P. Morgan in 2017 and is an integral member of the team. She holds FINRA Series 3, 7, 63 and 65 securities licenses and the Chartered Financial Consultant® (ChFC®) designation.
Active in her community, Marne volunteers at the Jewish Relief Agency of Southern New Jersey, an organization that feeds those who are hungry. She lives in Cherry Hill, NJ with her son, Eitan, and in her free time, enjoys participating in outdoor sports with her son and friends.
Chartered Financial Consultant® (“ChFC®”) are registered trademarks owned by The American College of Financial Services.
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