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I always put clients’ interests first and strive to add value and guidance, offering input regarding important and life-impacting decisions.
About Mark
N. Mark Horowitz is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. With over 25 years of experience in financial markets, he provides comprehensive wealth management strategies and services for high-net-worth individuals and their families, as well as nonprofits.
Mark embodies the concept of being a client’s trusted advisor. He works diligently to understand each individual’s many and distinctive financial needs and to support their current and future investment goals. Always putting clients’ interests first, Mark strives to add value and guidance, offering input regarding important and life-impacting decisions. He is especially adept at navigating complex wealth management issues such as estate and tax planning, and works alongside accountants and lawyers to help ensure a holistic approach to the totality of wealth management. Mark is proud of the deep relationships he has built throughout his career that have endured through multiple generations and market upheavals.
Prior to joining J.P. Morgan in 2015, Mark served as Principal at Bernstein Global Wealth Management for nearly 12 years. In addition to high-net-worth individuals, Mark serves several large not-for-profit entities, managing endowments and donor-advised funds. Prior to transitioning to the Private Client Group at Bernstein, he spent 12 years in corporate finance, advising large, publicly-traded companies. In 2018, 2019, 2020 and 2021 Mark was recognized by Forbes as a Best-In-State Wealth Advisor.1
A graduate of BMG, with undergraduate and graduate degrees in Talmudic Law, Mark has lectured as an adjunct professor at New York University, where he helped pioneer a course on “Behavioral Finance.”
Mark dedicates a significant portion of his free time to poverty alleviation. Through the Mesila organization, a nonprofit focused on guiding families toward fiscal responsibility, he has traveled around the world, raising public awareness about the importance of financial stability and independence. Mark is also involved with Sister-to-Sister, a group founded to help widows and divorcees regain their financial footing. He volunteers with Professional Career Services, a nonprofit that offers low-cost career training and education.
In addition, Mark serves as Chairman of the Board of BINA, whose mission is to provide guidance and support to thousands of brain injury survivors and their families. Married for 27 years, he lives in New York and enjoys spending time with his seven children and four grandchildren.
1. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.
SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.
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