Investing The Great Wealth Transfer: Masters In Business
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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. -------- Listen to the people, ideas and conversations that shape markets on the Masters in Business podcast: Apple: http://bit.ly/43wa4F4 Spotify: http://bit.ly/3qj7LqO Anywhere: http://bit.ly/3OPAL3n Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bi
Tags: Barry Ritholtz, JPMorgan Chase & Co.
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