Education
- B.A. in Environmental Studies, University of California, Santa Barbara
- New York University – School of Professional Studies (Financial Planning)
Main BOS Logo
Adam is responsible for providing investment advice to high net worth individuals and families. He partners with clients and their professional advisors on a variety of items including: retirement planning, tax and estate planning, concentrated stock/option divestment, wealth transfer strategies, and the sale of closely held businesses.
Adam came to B|O|S from BNY Mellon Wealth Management, where he served as a Senior Vice President with a specialization in working with business owners/founders and corporate executives. Prior to BNY Mellon, Adam worked as a Senior Vice President in Personal Capital Advisor’s Private Client Group.
Adam lives in Danville with his family.