Adam joined RBC Wealth Management in 2023 as a Managing Director, bringing decades of experience from senior roles at leading financial institutions including First Republic Wealth Management, Wells Fargo Private Client Group, Wachovia Securities, A.G. Edwards, and Goldman Sachs. He has deep experience in investment advisory, retirement planning services and estate planning services, and is committed to helping clients build long-term, goals-based financial strategies.
Adam attended Phillips Academy before studying economics at the University of St Andrews in Scotland. He later earned a degree in communications from Boston University. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, underscoring his knowledge in developing tailored retirement strategies for clients.
Outside of his professional work, Adam is committed to giving back to his community. He sits on the board of University of California, Irvine’s Center for Investment Wealth Management, an organization that provides education and resources to assist individuals and families in achieving 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 lives in Coto de Caza with his wife, Angelina, and their two daughters, Presley and Parker, along with their Cavachon puppy, Biscuit. They enjoy spending time together as a family and participating in their local community.
