Investing For The Great Wealth Transfer: Masters In Business

Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management, discussed his career transition from law to wealth planning and his experience during Bear Stearns' acquisition by J.P. Morgan Chase. Frank outlined J.P. Morgan's approach to client wealth management, which includes diversification strategies and tax planning services. J.P. Morgan launched the J.P. Morgan Chase Athlete Council, a program designed to assist athletes at student and professional levels with wealth creation and preservation.

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