Adam HirschAdam Hirsch, CIMA,® CRPC®, SE-AWMA®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, the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation. Adam has 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.
Sports & Entertainment Accredited Wealth Management Advisor , SE-AWMA® are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Insights
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now