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Adam Zipper

Managing Director, Private Wealth Advisor, Senior Portfolio Manager at Morgan Stanley Private Wealth Management

Adam Zipper is a Managing Director at Morgan Stanley, specializing in private wealth management. He is the co-founder of the Zipper-Duarte Group, which focuses on managing significant family and generational wealth, offering strategies related to tax, trust, and estate planning. Before joining Morgan Stanley, Zipper was a Managing Director and Portfolio Manager at J.P. Morgan Securities for 11 years. He has over two decades of experience in the finance industry, having previously worked at First Republic as well.123

Zipper's team, the Zipper-Duarte Group, recently made headlines for transitioning to Morgan Stanley from First Republic, bringing with them substantial client assets and a strong revenue stream. Their team has been recognized in various rankings, including being listed among Forbes' best-in-state wealth management teams.12

Highlights

Aug 21 · linkedin

I am pleased to announce and welcome Amy Zipper on joining the ZD Group at Morgan Stanley Private Wealth Management! In addition to working with her clients, Amy will also lead all ZD group's estate and tax planning initiatives and work closely with our advisors and their clients to review, design, and implement their estate and tax planning strategies.

Through her experience of more than two decades in legal practice and as a hedge fund and private equity COO, Amy developed experience and appreciation of the tax, financial and personal challenges that entrepreneurs, celebrities, professional athletes, ultra-high net worth families, executives, and business owners face.

Please visit our team website to view her full biography and for additional resources from our team. https://lnkd.in/ejiwUag8 ​

Jan 20 · linkedin

The Zipper-Duarte Team is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023. Thank you to Forbes for this honor.

Congratulations to all of our esteemed colleagues who made this list.

“Completed by SHOOK Research. 2023 ranking was awarded on January 12th and was given for the calendar year 2022.”

Related Questions

What is the Zipper-Duarte team's strategy for managing client assets?
How did Adam Zipper transition from J.P. Morgan Securities to Morgan Stanley?
What are the key achievements of the Zipper-Duarte team at Morgan Stanley?
How does Morgan Stanley's compensation package compare to other firms?
What types of investment strategies does Adam Zipper specialize in?
Adam Zipper
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Location

New York, New York, United States