Awards and Industry Recognition

About Adam

Adam Handaly is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

Adam Handaly serves high-net-worth clients and small business owners with comprehensive wealth management services. He has spent his entire career, spanning over 16 years, in financial services and portfolio management.

Employing a collaborative process that begins with open communication, Adam works with his clients to identify goals, assess risk guidelines and create an integrated asset allocation to help them reach their financial objectives. He selects equity funds, third-party managers and individual fixed income vehicles as part of each comprehensive allocation.

His tenure with J.P. Morgan has given Adam deep insight into markets and portfolio construction, and how the firm's resources can be called upon to aid clients with complex financial needs.

Adam earned a Bachelor of Arts in Economics from the University of Washington. In 2008, he segued with his team to J.P. Morgan from its predecessor firm Bear Stearns. He began his career at Oppenheimer & Co. in 2001.

Insights

Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Investing

Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
Markets

5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.