Transcript: Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice
The transcript from this week’s MiB: Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be… Read More The post Transcript: Adam Frank, JPMorgan…
Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice, recounted his unique career path on Bloomberg Radio’s Masters in Business. Frank, who began his legal education with a focus on psychology, ultimately chose a career in law after discovering his passion for trusts and estates during his time at Sullivan & Cromwell.
His experience as a law clerk for Judge Jacob Mishler in New York provided him with invaluable exposure to civil cases, where he observed the judge’s thought processes and honed his research skills. This early exposure to estate litigation and family disputes sparked Frank's interest in the field, leading him to pursue a career in wealth planning and advice at J.P. Morgan, where he now manages a portfolio of over $1.4 trillion.
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