
Adam Kuerbitz
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About me
Vice President, Fixed Income Specialist at J.P. Morgan
Education
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Columbia College (NY)
2008 - 2012BA History
Columbia Business School
2017 - 2019Master of Business Administration (MBA)
Experience

United States Senate
Jun 2009 - Jul 2009Intern.webp)
OECD (Organisation for Economic Cooperation and Development)
Jun 2010 - May 2011Student Ambassador to the OECD from Columbia University
Jun 2010 - May 2011Public Affairs Intern
Jun 2010 - Aug 2010

Promontory Financial Group, LLC
Jun 2011 - Aug 2011Summer Intern
Promontory Financial Group, LLC
Jul 2012 - May 2016Promontory is a leading strategy, risk management and regulatory compliance consulting firm focusing primarily on the financial services industry.As an Associate, I advised international and domestic financial institutions on strategic, structural, risk management, and regulatory compliance matters and draft and present business development proposals.
Associate
Oct 2015 - May 2016Analyst
Jul 2012 - Oct 2015

Remedy Partners
Jun 2016 - Apr 2017Senior AnalystRemedy Partners creates software and services that enable payers, employers and at-risk providers to organize and finance health care delivery around a patient's episode of care.

Columbia Business School
May 2017 - May 2019MBA Candidate
JPMorgan Chase & Co.
Sept 2019 - Sept 2021AssociateAssociate in the Management Associate Program (MAP), a cross-LOB rotational management program for MBAsRotation 4 – Investment Grade Debt Capital Markets, Natural Resources Group, Corporate & Investment BankRotation 3 – Public Sector Group, Corporate & Investment BankRotation 2 – Customized Bond Solutions, Asset & Wealth ManagementRotation 1 – Growth Strategy, Consumer & Community BankingSummer – Digital Solutions, Corporate & Investment Bank:

J.P. Morgan
Sept 2021 - nowFixed Income SpecialistVice President and Fixed Income Specialist at JPMorgan Chase Private BankI advise institutional and individual clients on fixed income solutions across a range of sectors. My responsibilities include developing thematic investment ideas and advising clients on appropriate discretionary implementation options.
Licenses & Certifications

Series 63
FINRA
Series 7
FINRA
Volunteer Experience
Board Member
Issued by Columbia College Young Alumni on May 2013
Associated with Adam Kuerbitz
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