Adam Kuerbitz

Adam Kuerbitz

Intern

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location of Adam KuerbitzBrooklyn, New York, United States

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  • Timeline

  • About me

    Vice President, Fixed Income Specialist at J.P. Morgan

  • Education

    • Columbia College (NY)

      2008 - 2012
      BA History
    • Columbia Business School

      2017 - 2019
      Master of Business Administration (MBA)
  • Experience

    • United States Senate

      Jun 2009 - Jul 2009
      Intern
    • OECD (Organisation for Economic Cooperation and Development)

      Jun 2010 - May 2011
      • Student Ambassador to the OECD from Columbia University

        Jun 2010 - May 2011
      • Public Affairs Intern

        Jun 2010 - Aug 2010
    • Promontory Financial Group, LLC

      Jun 2011 - Aug 2011
      Summer Intern
    • Promontory Financial Group, LLC

      Jul 2012 - May 2016

      Promontory 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 2016
      • Analyst

        Jul 2012 - Oct 2015
    • Remedy Partners

      Jun 2016 - Apr 2017
      Senior Analyst

      Remedy 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 2019
      MBA Candidate
    • JPMorgan Chase & Co.

      Sept 2019 - Sept 2021
      Associate

      Associate 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 - now
      Fixed Income Specialist

      Vice 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
      Columbia College Young AlumniAssociated with Adam Kuerbitz