Adam HirschAdam Hirsch, CIMA,® CRPC®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Adam
Adam Hirsch is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Before joining the firm, Adam spent more than 17 years at Merrill Lynch and First Republic addressing the sophisticated financial needs of wealthy individuals and families.
As co-founder of the group, Adam provides customized asset, liability, and transition management, with a focus on retirement, wealth transfer and estate planning services. His mission is to connect the dots in clients' lives with customized strategies that help them build and preserve their wealth, not for a single generation, but for generations to come.
Adam is able to provide clients with timely insights about market conditions, sentiment and behavior. He puts a premium on removing emotion from clients' decision-making, handling details on their behalf, and helping them focus on long-term performance and results. To align strategies and address clients' evolving circumstances, he works extensively with clients' attorneys and their other trusted advisors.
Adam finds that his rigorous industry training allows him to provide an extra measure of knowledge and know-how. He holds the Certified Investment Management Analyst®, (CIMA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the University of Pennsylvania's Wharton School. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, and a B.S. degree in Finance from the University of Miami.
Adam and his wife, Ashley, are proud parents of two young daughters and live in Nassau County, Long Island.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors. Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
How AI can boost productivity and jump start growth
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
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What’s driving the rotation into small-cap stocks?
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Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now