Marne AltbaumMarne AltbaumInvestment Associate
About Marne
Marne Altbaum is a Client Associate with 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 licenses.
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.
Insights
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Market whiplash: Will the Fed get inflation under control?
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May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now