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Adam is a Partner in the Pennsylvania office.

Prior to joining Cerity Partners, Adam served as Co-Chief Executive Officer and Chief Investment Officer of Permit Capital Advisors, LLC where he was responsible for formulating and implementing the firm’s investment strategy. Prior to joining Permit, Adam served as Managing Director at McCabe Capital Managers, Ltd., working there from 1997 until 2011. Adam oversaw the integration of McCabe Capital’s advisory efforts. This covered a rigorous process focused primarily on the various aspects of investment due diligence. Adam worked to optimize the structure of client portfolios to maximize the expected level of risk adjusted return. He served as one of two portfolio managers on three fund of funds products, including a hedge fund of funds and a socially responsible investment fund of funds, offered to clients of several major insurance carriers.

Prior to joining McCabe, Adam spent four years at Donaldson, Lufkin & Jenrette (DLJ) where he worked with both retail and institutional clients to develop asset allocation plans and construct appropriate equity and fixed income portfolios.

Adam received his MBA in Finance from Saint Joseph’s University and a B.A. in Economics from Rutgers University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CFA Institute and the CFA Society of Philadelphia. Adam serves as Chair of the Board at A Meaningful Purpose, the charitable organization behind Reed’s Organic Farm, a farm and animal sanctuary helping underserved and marginalized individuals through workforce development and educational programming. He also serves on the Board of Directors of Bancroft, an organization serving children and adults with developmental disabilities, Women’s Way, Philadelphia’s leading non-profit dedicated to the advancement of women, girls, and gender and racial equity, and the ESF Dream Camp Foundation. He is on the Advisory Board of the Field Center for Children’s Policy, Practice & Research at the University of Pennsylvania, an interdisciplinary effort of Penn’s Schools of Social Policy & Practice, Law, Medicine, and Nursing, and the Children’s Hospital of Philadelphia, focused on child welfare reform. He serves on the Corporate Boards of Elevate Eyecare LLC and GOTTA Sports, Inc.

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