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 trust with clients to help them with diversification, as well as providing tax advice to help them save their money.

We also discuss J.P. Morgan’s new program for athletes, the J.P. Morgan Chase Athlete Council, which helps athletes, from student to pro, create and keep their wealth.

A list of his current reading/favorite books is here; A transcript of our conversation is available here Tuesday.

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 found here.

Be sure to check out our Masters in Business next week with Omar Aguilar, President, Chief Executive Officer, and Chief Investment Officer of Schwab Asset Management, which runs more than $1 trillion across over 100 ETFs, mutual funds, and separately managed account strategies. He has held both the CEO and CIO titles since 2022

Current Reading/Favorite Books

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