Marcus HirtMarcus HirtClient Associate, Wealth Planner
About Marcus
Marcus Hirt is a Client Associate at J.P. Morgan Wealth Management.
As a member of the Fiek Group, Marcus provides analytical, operational and account maintenance support for high-net-worth individuals and families. Marcus's responsibilities include analyzing client portfolios, producing performance reports, addressing inquiries, account maintenance and completing ad hoc requests. As the team analyst, he understands the importance of staying proactive in dynamic markets.
Marcus graduated from Boston University in 2024 with a BSBA in Corporate Strategy. He began his career in 2022 at Aflac, Inc in the NYC office as a Sales Intern. Marcus then moved to Gresham Search Ltd. in London and worked as a Financial Research Intern. Finally, in summer 2022, Marcus began work at AXA XL as a Corporate Bonds Intern. These positions allowed Marcus to build a reputation for attention to detail. He joined J.P. Morgan in 2024 and is proud to deliver outstanding service.
He holds FINRA Series 7 and 66 securities licenses.
Originally from Westchester, New York, Marcus moved to San Francisco in 2024. Outside of work, he enjoys playing and watching soccer and is also an avid Yankees fan. He also enjoys spending time outside with his dogs.
Insights
Wealth Planning
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Wealth Planning
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Family Legacy
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Wealth Planning
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Markets and Economy
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Step-up in cost basis: What this tax rule means for inherited assets when someone dies
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Liquidity is a step Great Wealth Transfer plans can miss
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Social engineering scams: Protect your wealth from deceptive cyber tactics
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$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 Legacy
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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 NowWealth Planning
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 NowFamily Legacy
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 NowMarkets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
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