Leadership Team

Biography

Adam is the President of Cerity Partners International and a Partner. Adam oversees the firm’s global client business, guides cross-border client capabilities, and leads the firm’s international practices as well as strategic global initiatives and partnerships. He is the President of CP Client Solutions LLC and a member of the firm’s Leadership Team.

Previously, Adam was the Chief Practice Officer of Cerity Partners, where he led the management, strategy and execution of the Cerity Partners client business and partner practices, achieving record growth across the client franchise, in addition to spearheading the expansion of strategic partnerships. Prior to that, Adam was the Chief Revenue Officer of Cerity Partners, overseeing all areas of growth strategy, practice management, business development and marketing.

Prior to joining Cerity Partners, Adam was a Managing Director at Goldman Sachs, where he was Head of Corporate Growth, Strategy and Partnerships in the Consumer and Wealth Management Division. In this role, he was responsible for institutional growth, market strategy, key institutional relationships and partnership development, as well as the Goldman Sachs Personal Financial Management National Advisor Team. Before that, he was co-head of the Ayco Financial Wellness business, head of Enterprise Relationship Management, Product Strategy and Brand Strategy, driving firm initiatives and growth.

Adam began his career at the National Aeronautics and Space Administration (NASA), then practicing law at Holland & Knight LLP, specializing in mergers and acquisitions, and later as Vice President and Associate General Counsel at Goldman Sachs.

Education

  • Bachelor’s in Applied Economics and Management from Cornell University
  • JD from William & Mary School of Law

Highlights

  • Member of the Ultra High Net Worth Institute Leaders Council

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