Adam is a partner and portfolio manager in the Washington, D.C. office. Adam manages all aspects of client investment portfolios including strategic and tactical asset allocation, external investment manager selection and monitoring, and individual security selection. He focuses on both public and private investments. Prior to joining the firm, Adam was the co-founder and chief investment officer for a large New York-based single family office. Previously, Adam held investment roles at Cambridge Associates and Goldman Sachs.

Education

  • The Tuck School of Business at Dartmouth College, MBA
  • Bowdoin College, BA

Certifications

  • CFA

Colleagues

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