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Biography

Adam is a Principal in the Boston Office. He is a member of the Wealth Management team, providing clients with comprehensive asset management and planning solutions to meet the complex needs of high-net-worth individuals and families. Adam believes in educating and empowering clients to make the most informed decisions so they can approach life with anticipation rather than apprehension.

Prior to joining Cerity Partners, Adam was a Wealth Advisor with Withum Wealth Management and Pinnacle Associates, LTD. Adam previously spent time as an Investment Counselor and Trader with Fisher Investments in San Mateo, CA and started his career with AXA Advisors (Equitable) in Falls Church, VA.

In his spare time, Adam is likely spending him with his wife, Hannah and two daughters, Maxine and Hazel. Outside of quality family time, Adam loves exploring all that New England has to offer –  skiing, golfing, camping, hiking, and so much more. If you’re lucky enough, one day Adam might invite you to one of his world-famous backyard Bar-B-Que’s!

Education

  • B.A. in Economics from The George Washington University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified in Blockchain and Digital Assets (CBDA)
  • Investment Advisor Representative (IAR)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.