Prior to joining RBC Wealth Management, Adam held several positions at top financial institutions, including First Republic Wealth Management, Wells Fargo Private Client Group, Wachovia Securities, AG Edwards and Goldman Sachs. He has extensive experience in wealth management, investment advisory, retirement planning and estate planning services.
Adam attended Phillips Academy and went on to study economics at Saint Andrew’s University in Scotland. He later earned a degree in communications from Boston University.
Adam holds the Certified Retirement Planning CounselorSM designation, which highlights his knowledge in developing retirement plans that meet the unique needs and goals of his clients.
In recognition of his outstanding work, Adam was named to Forbes Magazine’s Best-In-State Wealth Advisors for 2022. This prestigious honor is given to top wealth managers who demonstrate excellence in client service, wealth planning and investment management.
Outside of his professional work, Adam is committed to giving back to his community. He sits on the board of UCI’s Center for Investment Wealth Management, an organization that provides education and resources to assist individuals and families achieve financial stability and success. Adam is also committed to his church, Compass Bible Church in Aliso Viejo, where he sits on the board of the church’s theological school Compass Bible Institute.
Adam is married to his wife, Angelina, and they have two daughters, Presley and Parker. They reside in Coto De Caza, where they enjoy spending time together as a family and participating in community events.
