About Adam
Adam’s primary role is to support a team of advisors with all aspects of the client relationship, including financial, investment, and tax planning for high-net-worth individuals, families, and corporate executives.
As an avid horse racing fan and owner, Adam enjoys spending time at Saratoga Racetrack during the summer. He is a New York native and passionately roots for the Yankees, Giants, Rangers, and Knicks.
Education and Professional Milestones
-The College of Saint Rose - bachelor of science in business administration with a concentration in finance
-Has worked for Merrill Lynch as a registered wealth management client associate