Adam is a Wealth Partner at J.P. Morgan Advisors where he advises ultra high net worth clients on critical elements of their wealth, specifically, portfolio management, tax efficiency, and balance sheet optimization. Adam helps clients navigate market uncertainty using vanilla investments, ...more

Adam is a Wealth Partner at J.P. Morgan Advisors where he advises ultra high net worth clients on critical elements of their wealth, specifically, portfolio management, tax efficiency, and balance sheet optimization. Adam helps clients navigate market uncertainty using vanilla investments, alternatives, and tax-advantaged strategies. The team works with clients to protect wealth while striving for responsible growth and the income necessary to meet clients' cash flow requirements. Additionally, Adam helps clients fulfill their liquidity needs by financing fine art, aircraft, yachts, and both residential and commercial real estate as well as providing liquidity against securities portfolios and hedge fund units. The Grossman Group works with owners of closely-held businesses, corporate executives, retirement plan sponsors, not-for-profits, athletes & entertainers, real estate investors and developers, family offices, doctors, lawyers, accountants, and, of course, their respective families. In January of 2024 Adam and The Grossman Group were named to Forbes Best-In-State Wealth Management Teams List. Out of 4,100 teams nationwide, The Grossman Group was ranked #132. Previously, in August of 2022, Adam was named to Forbes Top Next-Gen Wealth Advisors List. Out of 1,000 advisors named to the list, Adam was ranked #65. Adam is an Accredited Investment Fiduciary and leverages this designation to consult for profit companies and charitable organizations on their retirement plans. Adam is a Wealth Partner and Executive Director at J.P. Morgan. He holds an M.B.A. in corporate finance and accounting from the Leonard N. Stern School of Business at New York University. Combined, his love of family and passion for finance are the driving force behind his commitment to helping clients and their families live better financial lives. Prior to joining J.P. Morgan, Adam held positions in private banking at U.S. Trust, equity derivatives at Barclays Capital, and life insurance arbitrage - a fixed income derivative business - at Credit Suisse. Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/9/24, data as of 3/31/23). Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosuresless