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Adam is head of the J.P. Morgan Securities Wealth Management Group, which focuses on strategic planning for individual clients, providing expertise in asset allocation, restricted and control stock and stock option management, retirement planning, estate and tax planning strategies, cash management, and other personal planning strategies. He has extensive experience with sophisticated family business and succession planning, philanthropic planning, estate and gift tax management techniques, discounted gifting transactions, estate litigation, asset allocation, monetization and derivatives techniques, and the taxation and analysis of employee stock options. Adam is a member of the J.P. Morgan Securities Operating Committee, the J.P. Morgan Securities Portfolio Manager Review Committee, the J.P. Morgan Global Wealth Management Investment Review Committee, the Private Banking Global Investment Performance Governance Committee and the New Business Initiative Approval Committee.
Adam joined Bear Stearns Private Client Services in 2001, which was subsequently renamed J.P. Morgan Securities in 2008. Prior to that, he was an attorney at Schulte Roth & Zabel (1998-2001) and Sullivan & Cromwell (1993, 1994-1998), where his practice focused on representing high-net-worth clients and closely held businesses. He started his career as a law clerk to Judge Jacob Mishler of the Eastern District of New York (1993-1994). Adam earned a B.A. in psychology from the University of Pennsylvania and a J.D. from Yale Law School.