Investing In The Great Wealth Transfer: Masters in Business with Adam Frank | At the Money
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Barry speaks with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. They 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. They 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. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. Check out more At the Money: https://www.youtube.com/playlist?list=PLe4PRejZgr0O7QcmQBElzBauNakxrSZre Subscribe to Blo
Tags: Business, Investing, Management, business, investing, money, news, podcast
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