Marc Koch, QPFC
My Mission Statement
Marc Koch is a Managing Director and Private Wealth Advisor with Morgan Stanley Private Wealth Management. Mr. Koch has over 10 years of investment experience through various market environments. Prior to joining Morgan Stanley, Mr. Koch was an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
Marc develops custom strategies to address the complex needs of families with substantial wealth. His approach, which serves many founders, corporate executives, and entrepreneurs, is holistic in nature, addressing many of the needs and questions that arise around liquidity events and planning for the next generation.
Mr. Koch earned his Bachelor of Arts in International Business from Vanderbilt University and he is a member of the Vanderbilt Alumni Oak Leaf Society. He earned an M.B.A. at the Carroll School of Management, Boston College, with a specialization in Asset Management. Marc lives on the Upper East Side with his wife, son and daughter. He is a member and supporter of The Metropolitan Museum of Art in New York City. Marc enjoys fishing, skiing and golfing. Marc is originally from the Cleveland, Ohio area and is an avid supporter of all of their sports teams.
Marc also holds the Qualified Plan Financial Consultant (QPFC) designation from the National Association of Plan Advisors. Mr. Koch has been recognized by Forbes "Best-in-State Wealth Advisors" list in 2021 and 2022; the Forbes "Top Next-Generation Wealth Advisors" list in 2018, 2019 and 2021; "Top Next-Gen Wealth Advisors Best-In-State" in 2022.
2022, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021,2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022,2021, 2019, 2018 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022,2021, 2019, 2018 ).
Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
NMLS#: 2491528
As a Financial Advisor specializing in equity compensation, I have experience helping clients manage their equity awards as part of their larger financial picture and can help you define a strategy that aligns with both your current needs and future financial goals.
Your equity award journey is always evolving and I’m here to help at every step of the way. Together we can make sure you stay on top of key milestones, including vesting events or options expirations.
Your equity compensation is a powerful tool to help you achieve your financial goals. By working with you to understand your needs and objectives, I can help you make decisions about your equity awards that help support your broader financial picture.
Having a plan can help you stay on track towards meeting your goals. Together we can implement a goals-based plan, that takes your equity awards in to account, and adjusts it as your goals and markets change.
Frequently Asked Questions
Working with Us
Ready to invest in what matters to you?
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate investments, strategies, and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
