Adam serves as Principal, Portfolio Strategy, where he is responsible for the development and oversight of sophisticated, research-driven investment solutions for ultra high net worth families, foundations, and closely held businesses. His work centers on architecting multi-asset portfolios, conducting institutional-grade due diligence across public and private markets, and building custom analytical frameworks that help clients manage risk, optimize after-tax returns, and align capital with long-term objectives. Adam also advises clients on liquidity planning, concentrated-position management, and the integration of alternative investments into complex balance sheets.
Before joining NewEdge, Adam served as Vice President of Investments at Summit Trail Advisors, where he provided end-to-end portfolio oversight for UHNW families and supported investment research across global equities, fixed income, private markets, and opportunistic strategies. Earlier, he spent six years at Bank of America Private Bank in various investment roles.
Adam holds a B.S. in Finance from Roger Williams University and a Master’s degree in Finance from Fordham University.
He currently resides in New Jersey and can be found at the park with his daughter when he’s not in the office.