Alexander M. Popovich, Executive Director, Wealth Advisor, J.P.

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Alexander M. Popovich
Executive Director
Wealth Advisor
J.P.Morgan
270 Park Avenue
20th Floor
New York, NY 10017
Phone: 1 212 464 5015
Fax: 1 212 464 2513
Email: alexander.popovich@jpmorgan.com
Career Background
Alex has spent more than 12 years practicing as a trusts and estates, tax, personal planning attorney. He
is engaged by families to assist as their “family counsel”. Alexander’s practice focused on assisting
individuals and entities with estate and gift tax planning and administration, charitable giving, employee
benefits, general state and federal income taxation, entity (corporate and partnership) tax and
structuring, qualified and non-qualified compensation planning, and business succession, both
domestically and in the cross border context. He has represented various clients including business
owners, entertainers, hedge fund and private equity principals, athletes, corporate executives and real
estate developers. A couple of additional areas of particular expertise include assisting same-sex
couples and art collectors and artists with their planning needs.
Immediately prior to joining JPMorgan, Alex was at a midsize law firm in NYC, Herrick Feinstein, LLP, as
counsel in their Trusts and Estates and Tax departments. Prior to Herrick, he spent more than three
years at another midsize law firm, Hodgson Russ, LLP, as a partner in their Trusts and Estates
department. Alex managed planning in the NYC and Palm Beach, Florida, offices of Hodgson. Prior to
Hodgson he spent time in a family office and with a large regional accounting firm.
Education
Alex received his undergrad at Michigan, law degree at Brooklyn Law School and LLM in Taxation at
NYU.
Other
Alex has been published a number of times in various trade journals and co-authored a treatise on
estate planning with retirement assets. He is a frequent speaker for accountant groups, at seminars, and
in other industry settings.
Member of the New York, New Jersey and Florida Bars. Executive committee member on the Estate
Planning section of the New York State Bar Association.
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