Adam is a portfolio manager responsible for sourcing new investment managers, conducting due diligence on existing and new managers, and advising on managers and asset allocation within client portfolios. Adam researches and analyzes financial and economic trends and applies those findings to design portfolios and asset allocation for individual client portfolios and policy portfolios. Adam’s research responsibilities include long-only equity and fixed income, with a focus on mutual funds and exchange-traded funds. Adam joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors.
Contact Adam at [email protected] or +1-434-326-0189.
- Old Dominion University, BS (cum laude)
- Chartered Financial Analyst (CFA®)