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Adam is an Associate based in the San Francisco office where he provides administration support to the Client Services Team, Portfolio Managers, and Principals. In this role, Adam assists on all client-related matters, including maintaining accurate client information and completing various projects to support both clients and the team.

Before joining Cerity Partners, Adam worked as a Client Assistant at B|O|S helping internal stakeholders build strong client relationships. Prior to B|O|S, he was a Wealth Management Intern at TSG Wealth Management in Long Beach, California.

Adam earned his Bachelor of Science in Business Administration with an emphasis in Finance from Chapman University, where he also minored in Leadership. Additionally, Adam holds a Series 65 license.

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