Meet Adam, Manager of Investment Operations! Adam assists clients and advisors on implementing investment accounts and financial plans to best suit their wants and needs.
Originally from the Hudson Valley in New York, he is happy to call Chapel Hill home and is housed out of our Chapel Hill location. He enjoys watching sports with his family and friends and keeping the team up to date on industry trends.
Adam is quite the musician, he plays various instruments, and was a member of the marching band at Elon University, where he attended Undergrad AND Graduate School! (Go Phoenix!)
Fun Fact: Adam has met VP Mike Pence and Senator Hillary Clinton – check it out!
