Adam recently graduated from Chapman University in 2020, earning a Bachelors degree in Business Administration with an emphasis in Finance. Prior to B|O|S, he was a Wealth Management Intern at TSG Wealth Management down in Long Beach, California.
As a Client Assistant, Adam provides administration support to the Client Services Team, Portfolio Managers and Principles.
He currently resides in Burlingame with his family. Aside from work, Adam enjoys spending time at the beach, cooking, and being a sports enthusiast.
B.S. in Business Administration with an Emphasis in Finance, Chapman University