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Adam Zipper
Managing Director, Private Wealth Advisor, Senior Portfolio Manager at Morgan Stanley Private Wealth Management
Adam Zipper is a Managing Director at Morgan Stanley, specializing in private wealth management. He is the co-founder of the Zipper-Duarte Group, which focuses on managing significant family and generational wealth, offering strategies related to tax, trust, and estate planning. Before joining Morgan Stanley, Zipper was a Managing Director and Portfolio Manager at J.P. Morgan Securities for 11 years. He has over two decades of experience in the finance industry, having previously worked at First Republic as well.123
Zipper's team, the Zipper-Duarte Group, recently made headlines for transitioning to Morgan Stanley from First Republic, bringing with them substantial client assets and a strong revenue stream. Their team has been recognized in various rankings, including being listed among Forbes' best-in-state wealth management teams.12
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