Adam GrossmanAdam GrossmanExecutive DirectorWealth Partner
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About Adam
Adam Grossman is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
As a partner of the Grossman Group, Adam works with affluent families, institutions, corporate executives and entrepreneurs to protect their hard-earned assets, while striving for responsible growth and the income necessary to meet their cash flow requirements.
With almost 15 years of industry experience, Adam helps clients address critical elements of their wealth including, but not limited to, portfolio management, multi-generational wealth transfer, executive compensation, liquidity events, charitable giving and strategic use of credit.
Prior to joining J.P. Morgan in 2018, Adam was a private banker at U.S. Trust. Previously, he held positions in equity derivatives at Barclays Capital, and life insurance arbitrage at Credit Suisse. Adam has first-hand entrepreneurial experience, having owned a boutique consulting firm. His passion for investing and love of family are the driving forces behind his commitment to help individuals and their families live better financial lives.
Having grown up discussing capital markets around the dinner table, Adam is the third generation of his family to enter the financial industry. He holds a B.B.A. from Hofstra University and an M.B.A. specializing in Corporate Finance and Accounting from the Leonard N. Stern School of Business at New York University.
A native of Long Island, Adam is an avid fisherman who enjoys athletics and cooking. His wife, Wendy, is a nurse at Memorial Sloan Kettering Cancer Center and, together, they share the desire to help people and give back to their community.
Insights
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now