Marci Rosenfeld

Marci Rosenfeld is a Wealth Manager with J.P. Morgan Wealth Management. Ms. Rosenfeld joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Rosenfeld was a Wealth Manager at First Republic since 2022. Prior to joining First Republic, Ms. Rosenfeld was a Managing Director and Private Wealth Advisor at Wells Fargo Private Bank. Before joining Wells Fargo in 2013, she worked as the Head of Integrated Strategies Group at Deutsche Bank National Trust Company. Ms. Rosenfeld works with clients to understand their financial needs and goals in order to provide custom wealth management services. Her clients include corporate executives, entrepreneurs and investors who are working toward transitioning their businesses through mergers and acquisitions.

Ms. Rosenfeld has been active in her local community for many years. Ms. Rosenfeld is the Chair of the Board of Trustees for Working Solutions CDFI, a San Francisco–based community development financial institution dedicated to providing diverse entrepreneurs with affordable small-business loans to increase economic opportunity in the Bay Area. She is also the Vice Chair of the Board of Trustees of the Contemporary Jewish Museum in San Francisco.

Ms. Rosenfeld earned her Bachelor of Arts degree, graduating magma cum laude with an honors distinction in biology, from the University of Pennsylvania and her Juris Doctor from the Columbia University School of Law.