Adam J. Grossman, AIF ®

Adam J. Grossman is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.12 As a member of the Grossman Group, he specializes in working with affluent families, institutions, corporate executives, and entrepreneurs to protect and grow their assets while meeting their cash flow requirements.1

Professional Background

Adam has nearly 15 years of industry experience in wealth management.1 His expertise includes:

• Portfolio management
• Multi-generational wealth transfer
• Executive compensation
• Liquidity events
• Charitable giving
• Strategic use of credit

Before joining J.P. Morgan in 2018, Adam worked as a private banker at U.S. Trust. He has also held positions in equity derivatives at Barclays Capital and life insurance arbitrage at Credit Suisse.1

Education and Family Background

Adam 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.1 He comes from a family with a strong financial industry background, being the third generation to enter the field.1

Personal Life

A native of Long Island, Adam enjoys fishing, athletics, and cooking. He is married to Wendy, a nurse at Memorial Sloan Kettering Cancer Center. Together, they share a passion for helping people and giving back to their community.1

Professional Recognition

Adam Grossman has been recognized in the Forbes 2024 Best-in-State Wealth Advisors ranking, highlighting his expertise and success in the field of wealth management.3