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.

<p>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.</p>

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

<p>Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.</p>

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Investing In The Great Wealth Transfer: Masters in Business with Adam Frank

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