Adam GrossmanAdam GrossmanManaging DirectorWealth Partner
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About Adam
Adam Grossman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As a partner of the Grossman Group, Adam works with affluent families, institutions, corporate executives and entrepreneurs to protect their hard-earned assets, while striving for responsible growth and the income necessary to meet their cash flow requirements.
With almost 15 years of industry experience, Adam helps clients address critical elements of their wealth including, but not limited to, portfolio management, multi-generational wealth transfer, executive compensation, liquidity events, charitable giving and strategic use of credit.
Prior to joining J.P. Morgan in 2018, Adam was a private banker at U.S. Trust. Previously, he held positions in equity derivatives at Barclays Capital, and life insurance arbitrage at Credit Suisse. Adam has first-hand entrepreneurial experience, having owned a boutique consulting firm. His passion for investing and love of family are the driving forces behind his commitment to help individuals and their families live better financial lives.
Having grown up discussing capital markets around the dinner table, Adam is the third generation of his family to enter the financial industry. He holds a B.B.A. from Hofstra University and an M.B.A. specializing in Corporate Finance and Accounting from the Leonard N. Stern School of Business at New York University.
A native of Long Island, Adam is an avid fisherman who enjoys athletics and cooking. His wife, Wendy, is a nurse at Memorial Sloan Kettering Cancer Center and, together, they share the desire to help people and give back to their community.
Insights
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April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
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April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
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