Adam HirschAdam Hirsch, CIMA,® CRPC®
Managing Director
Wealth Partner

"Our clients can best be distinguished by their ambitions, busy lifestyles and complex financial needs. We provide world-class financial and estate planning, investing, and banking. We remind clients, ‘What you’ve accomplished is a given. Where you go from here is how we can help."

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors
2020 • 2019
Top Wealth Advisors Best-In-State
2024 • 2021 • 2020 • 2019

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

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