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Biography

Adam is a Partner in the Rockville office. He is a member of the advisory team, providing bespoke investment and financial advice to his US and international clients.

Prior to joining Cerity Partners, Adam served as a Senior Portfolio Manager at SOL Capital Management Company, where he managed discretionary investment portfolios for high-net-worth individuals, families, and institutions in the U.S. and Latin America.  He was also a member of the firm’s investment committee, and prior to being a portfolio manager served as the firm’s Trader.  Before his time at SOL Capital, Adam worked on the Mexico desk at the U.S. Department of State.

Learn more about my practice.

Education

  • B.A. in Economics, Latin American & Caribbean Studies from Emory University
  • M.S. in Applied Economics from Johns Hopkins University

Highlights

  • Chartered Financial Analyst (CFA)

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