Adam J Grossman

Vice President, Private Client Advisor

Professional Profile

Adam leads a team advising clients on critical elements of their personal wealth, specifically, goals-based portfolio construction, holistic estate planning and balance sheet optimization. The team works with clients to protect wealth while striving for responsible growth and the income necessary to meet clients' cash flow requirements at present and through retirement. Additionally, Adam helps clients fulfill their liquidity needs by leveraging U.S. Trust and the Bank of America enterprise. His focus is on financing fine art, aircraft, yachts, and both residential and commercial real estate.


Adam and his team specialize in working with business owners and entrepreneurs, corporate executives, athletes and entertainers, real estate investors and developers, doctors, lawyers, accountants, and, of course, their respective families.


Adam is a Vice President, Private Client Advisor at U.S. Trust, Bank of America Wealth Management. He holds an M.B.A. in corporate finance and accounting from the Leonard N. Stern School of Business at New York University. His love of family and passion for finance is the driving force behind his commitment to helping clients and their families live better financial lives.

 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

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Peter C Barcia

Portfolio Manager

212.852.2344
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John (Jack) E Crilly

Wealth Strategies Director

212.852.2541
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Martin H Chanzit

Portfolio Manager

212.852.3375

Lauren J Rocklin

Senior Trust Officer

212.852.3974

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.