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

About Adam

Adam Grossman is an Executive Director and Wealth Advisor 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

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March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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