Marc E. Seaverson, CPWA®

Executive Director Senior Wealth Strategist And Southeast Regional Lead

Biography

Marc Seaverson is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

Marc is part of the Wealth Strategy team, focused on helping clients prioritize their personal, lifestyle, and legacy goals, while guiding them through transitional events such as career changes and generational wealth transfer. The team specializes in using economic insights and personalized strategies to optimize asset use, simplify financial lives, and support clients in pursuing their wealth aspirations. In partnership with advisors and other teams in the US Private Bank, they facilitate intent-driven conversations, align family wealth to goals, and provide comprehensive, timely advice that empowers clients with clarity and confidence in their financial decisions.

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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