MiB: Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice
This week, I speak with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. We discuss his time at Bear Stearns as the company was acquired by J.P. Morgan Chase, as well as his start in law before pivoting to wealth planning. They discuss building… Read More The post MiB: Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice…
In this week's interview, we speak with Adam Frank, the Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. He shares insights into his career, from his early days at Bear Stearns, which was acquired by J.P. Morgan Chase, to his transition from a legal background into the realm of wealth planning.
Frank emphasizes the importance of building trust with clients to guide them towards diversification and effective tax strategies to maximize their savings. Additionally, he discusses J.P. Morgan's innovative new program for athletes, the J.P. Morgan Chase Athlete Council. This initiative supports athletes from their student years through to their professional careers, assisting them in not only building but also retaining their wealth.
Listeners can access the full conversation, along with any podcast extras, on platforms such as Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. The publication also offers a range of related podcasts with experts like Omar Aguilar, the President, Chief Executive Officer, and Chief Investment Officer of Schwab Asset Management.
Aguilar manages investments worth over $1 trillion across more than 100 ETFs, mutual funds, and separately managed account strategies, holding these roles since 2022. The interview with Frank is part of a series of podcasts featuring thought leaders across various industries.
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