Highlights
- Certified Exit Planning Advisor™
- Series 65 License holder
- Member of the San Francisco Association for Corporate Growth
- Member of Vistage Trusted Advisor Program – Walnut Creek
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About
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.
Education
Highlights