Adam Rogoff
Banker Executive Director J P Morgan Private Bank @J.P. Morgan Private Bank
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WORK HISTORY
Banker Executive Director J P Morgan Private Bank @J.P. Morgan Private Bank
NY, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
ABOUT ADAM ROGOFF
As a Executive Director and Banker at J.P. Morgan Private Bank, I work closely with highly successful stakeholders in the professional services space—consulting, legal, accounting and other centers of influence—who seek a responsible steward of capital backed by an institution renowned for managing substantial assets. I act as a powerful ally to help grow their wealth and leave legacies for the next generation.By addressing the many elements of each client’s financial picture, I oversee their balance sheet, income statement and cash flow for the entire arc of their career, from the most demanding phases through post-retirement. I serve as a one-stop shop to integrate strategies for the full breadth of their needs, including investment management, wealth/estate planning, borrowing and banking. In doing so, I emphasize the role of lending and liquidity in managing clients’ commitments back to their firms. My strength lies in my detail orientation and analytical approach to managing complex scenarios.
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