Investing For The Great Wealth Transfer: Masters In Business

Fecha de publicación: 25 de septiembre de 2026, 21:00

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…