This week, I converse with Adam Frank, Managing Director and Head of Wealth Planning and Recommendation at J.P. Morgan Wealth Administration. We focus on his time at Bear Stearns as the corporate was acquired by J.P. Morgan Chase, in addition to his begin in regulation earlier than pivoting to wealth planning. They focus on constructing belief with purchasers to assist them with diversification, in addition to offering tax recommendation to assist them save their cash.
We additionally focus on J.P. Morgan’s new program for athletes, the J.P. Morgan Chase Athlete Council, which helps athletes, from pupil to professional, create and maintain their wealth.
An inventory of his present studying/favourite books is right here; A transcript of our dialog is out there right here Tuesday.
You’ll be able to stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts in your favourite pod hosts will be discovered right here.
Make sure you try our Masters in Enterprise subsequent week with Omar Aguilar, President, Chief Government Officer, and Chief Funding Officer of Schwab Asset Administration, which runs greater than $1 trillion throughout over 100 ETFs, mutual funds, and individually managed account methods. He has held each the CEO and CIO titles since 2022
Present Studying/Favourite Books
