Adam is responsible for providing comprehensive wealth management advice to high-net-worth individuals, business owners, entrepreneurs, families, and endowments and foundations. He works closely with clients and their advisors to develop financial strategies that help them meet their complex needs of protecting, growing, and transferring wealth to future generations. Adam ensures that clients receive the appropriate blend of services, including investment management, private banking, strategic planning, philanthropic strategies, trust solutions, strategic alternatives for closely-held businesses, and family office services.

Having been involved in the Beverly Hills and West Los Angeles community for over five years, Adam has embedded himself as a business strategist to entertainment, media, and sports professionals; real estate families and developers; as well as the professional service industry. His role of providing wealth management solutions for successful families in this region has established him as our clients’ lead advisor and single point of contact.

Adam’s comprehensive tenure in the financial services industry includes experience in corporate finance, investments, private banking, and wealth management. He has held positions as a senior business development officer for Boston Private Bank & Trust Company and as a private client banker and underwriter for J. P. Morgan Chase Bank.

Adam holds a bachelor’s degree in accounting from the University of Albany. He sits on the board of directors of Aish Los Angeles and Chai Lifeline Young Leaders. He and his wife currently reside in Beverly where he is involved in various community and educational activities.