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.
Insights
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now