Adam GrossmanAdam GrossmanManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
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
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now