Marc Shachtman

Founder & CEO at True Wealth Advisory Group

Speaker

Marc Shachtman is the Founder & CEO of True Wealth Advisory Group. Based in Miami, True Wealth Advisory Group is a firm dedicated to serving the distinct financial needs of ultra-high-net-worth individuals, families, and organizations. Marc brings deep experience advising clients on investment strategy, private markets, and capital allocation. Prior to founding True Wealth, Marc served as an Executive Director and Senior Banker at J.P. Morgan Private Bank, where he led an integrated team advising clients on complex wealth management needs, including investments, lending, and wealth transfer strategies. He also served as a Banker Team Lead for the Miami market and was a member of the J.P. Morgan U.S. Private Bank Advisory Council, helping shape priorities across the platform.

Earlier in his career, Marc was a Vice President in the Investment Management Division at Goldman Sachs, where he advised ultra-high-net-worth clients and received recognition for his Outstanding Contribution to Private Wealth Management.