Adam HirschAdam Hirsch, CIMA,® CRPC®, SE-AWMA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Adam
Adam Hirsch is a Managing Director, Wealth Partner and Portfolio Manager 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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