Adam has been helping clients achieve their financial goals for over 20 years. His primary focus areas include institutional consultation, asset allocation strategy, alternative investments, manager selection and overall team leadership. Adam was named to RBC Wealth Management’s prestigious President’s Council in 2004– 2006, 2008, and 2010–2019. In 2007 and 2009, he was named to RBC Wealth Management’s Chairman’s Council and received the Summit Peak Performance Award every year from 2003–2007.
Adam graduated from SUNY Purchase and earned his master’s degree from the College of New Rochelle. He passed the Series 7, 63 and 66 exams. Adam lives in Darien, Connecticut with his four kids. He enjoys fly fishing, boating and tennis.