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Biography

Adam is a Partner and Practice Leader for the Pennsylvania office and a member of the firm’s Investment Committee.

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.

Learn more about my practice.

Education

  • MBA in Finance from Saint Joseph’s University
  • B.A. in Economics from Rutgers University

Highlights

  • Chartered Alternative Investment Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of Philadelphia
  • Serves as Chair of the Board at A Meaningful Purpose, the charitable organization behind Reed’s Organic Farm
  • Serves on the Board of Directors of Bancroft, an organization serving children and adults with developmental disabilities
  • Serves on the Board of Directors of Women’s Way, Philadelphia’s leading non-profit dedicated to the advancement of women, girls, and gender and racial equity
  • Serves on the Board of Directors of ESF Dream Camp Foundation
  • Serves 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.
  • Serves on the Advisory Board of the Children’s Hospital of Philadelphia, focused on child welfare reform
  • Serves on the Corporate Boards of Elevate Eyecare LLC and GOTTA Sports, Inc.

Q & A

What inspired you to pursue your career in financial management?

I lived with my grandparents for much of my childhood. My grandfather sold insurance and watching the level of care he had for his clients and his commitment to always putting clients first is still something ingrained in my professional beliefs.

Why is your work important, especially today?

I think my specialty is helping families identify their most pressing financial issues and then finding creative ways to solve them based upon a diverse set of tools and resources. I think in a difficult economic environment – one that we haven’t seen in quite some time – that becomes an important opportunity to make clients feel secure.

What should your clients know the most about you?

That I spend far more time thinking about them and the well being of their families than they realize.

What kind of clients work best for you?

Clients that are thoughtful, though they may or may not have specific acumen around investments or other financial matters. Clients that care about the future of their wealth and what that will allow them to do for their families and their communities.

What do you do in your personal life that helps you help your clients?

I serve on a number of non-profit boards which helps me bring perspective to my clients and their families and at times provides them with a much appreciated philanthropic outlet.

How would you describe your best day doing what you do?

My best day is when I am able to exceed a client’s expectations in helping them to achieve a goal or tackle a problem that they are faced with.

What does the world need now more than anything?

Empathy.

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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.