Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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Biography
Marc Seaverson is an Executive Director and Wealth Strategist at J.P. Morgan Private Bank, covering the Southeast markets. Marc works closely with some of the area’s most prominent individuals and families to help them think through their intentions for their wealth and the goals they find most meaningful. His focus is on guiding them to navigate sophisticated financial decisions across both sides of their balance sheets.
Marc views his role as an advocate for clients—assuring them that no matter how intricate their financial pictures, specialist resources of the firm can facilitate an approach that aligns with their needs. He has significant experience preparing different client cohorts for the next phase of their journeys—business owners facing a liquidity event, generational transfer to younger family members, creation of philanthropic legacies, lifestyle aspirations and more. Marc’s key areas of strength include quantitative modeling and stress-testing that enable clients to pre-experience wealth at different points in their financial futures. Relatable as well, he explains these complex concepts in easily understandable terms.
Throughout a career that spans more than 20 years, Marc has built a reputation for his ability to partner alongside the firm’s Advisors to deliver customized recommendations directly to the client’s doorstep. Before joining J.P. Morgan, he worked at Bernstein Global Wealth Management, where he helped open the firm’s office in Minneapolis. Previously, he managed Bernstein’s strategic planning efforts in the Southeast as a Wealth Management Specialist.
Marc earned a B.B.A. in Finance from the University of North Dakota and an M.B.A. in International Business from Old Dominion University. He has also studied in London and Stockholm. He holds the Certified Private Wealth Advisor® (CPWA®) designation, taught through the Yale School of Management.
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