Adam GrossmanAdam Grossman
Executive Director
Wealth Partner

"I serve the financial needs of high-net-worth individuals and their families with a focus on safeguarding wealth and driving responsible growth."

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2022
Top Wealth Management Teams Best-In-State
2024
Top Wealth Advisors Best-In-State
2024

About Adam

Adam Grossman is an Executive 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

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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