Adam is a member of Northwood’s family office advisory group, working with families in the areas of financial planning, investment management, and taxation. Prior to joining Northwood, Adam spent the bulk of his career at J.P. Morgan’s Private Wealth Management business in San Francisco, providing strategic advice to founders and senior executives of Fortune 500 companies in the Silicon Valley area across investments, lending, tax, trust and estate planning and philanthropy.
Adam earned the Chartered Investment Manager (CIM) designation in 2022 and passed the CFA Level 1 exam in 2023. A graduate of Bucknell University in Pennsylvania, Adam obtained a Bachelor of Science in Business Administration with a major in Accounting and Financial Management and played four years of NCAA Division I men's soccer.
In his spare time, Adam enjoys travelling, playing soccer, golf and tennis, and spending time with his family and friends.
CIM
Bachelor of Science in Business Administration, Bucknell University
2018
2023
