- BA in Environmental Studies, University of California, Santa Barbara
- New York University – School of Professional Studies (Financial Planning)
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 Wealth Director 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.