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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

    Highlights

    Jul 15 · signalhire.com
    Adam Zipper's email & phone number - SignalHire
    Apr 25 · Bloomberg
    First Republic's Survival Plan Could Come at the Cost of Its Prized ... - Bloomberg
    Apr 4 · advisorhub.com
    Morgan Stanley Woos $12.5-Mln First Republic Team As More ...
    Apr 4 · Barron's
    First Republic Loses Advisors Adam Zipper and Joseph Duarte to Morgan Stanley - Barron's
    First Republic Loses Advisors Adam Zipper and Joseph Duarte to Morgan Stanley - Barron's

    Related Questions

    What is the Zipper-Duarte team's strategy for managing client assets?
    How did Adam Zipper transition from J.P. Morgan Securities to Morgan Stanley?
    What are the key achievements of the Zipper-Duarte team at Morgan Stanley?
    How does Morgan Stanley's compensation package compare to other firms?
    What types of investment strategies does Adam Zipper specialize in?
    Adam Zipper
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    Location

    New York, New York, United States