Adam FrankAdam FrankManaging Director, Head of Wealth Planning and Advice
About Adam
Adam Frank is a Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management.1
Adam leads a team which is responsible for wealth planning, thought leadership, and strategic planning for individual clients. This national group of former practicing lawyers, CPAs, CERTIFIED FINANCIAL PLANNERSTM and other financial professionals, provides expertise to individual clients in estate and tax planning strategies,1 financial planning and modeling, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post-transactional planning, concentrated position management, and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates content for distribution to the public.
Prior to his current role, Adam led the Wealth Management department for J.P. Morgan Securities and for Bear Stearns. He has extensive experience with sophisticated family business and succession planning, philanthropic planning, estate and gift tax management techniques, discounted gifting transactions, estate litigation, goals-based planning, asset allocation, monetization and hedging techniques, and the taxation and analysis of employee stock options.
Previously, Adam was an attorney at Schulte Roth & Zabel (1998-2001) and Sullivan & Cromwell (1993, 1994-1998), where his practice focused on representing high-net-worth clients and closely held businesses. He started his legal career as a law clerk to Judge Jacob Mishler of the Eastern District of New York (1993-1994).
Adam earned a B.A. in Psychology from the University of Pennsylvania and a J.D. from Yale Law School.
1Wealth Management Specialists may work with clients' tax advisors, but do not provide tax advice. Wealth Management Specialists can help Financial Advisors on a case-by-case client basis depending on the situation and need.
Insights
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