Adam is an institutional consultant, retirement plan consultant and financial advisor on our Institutional Consulting Team. He graduated with a Bachelor of Arts in government and politics from the University of Maryland and is a Chartered Financial Analyst charter holder. Adam has worked with SPG Fiduciary Partners for the last 16 years in various capacities. His current responsibilities on the team include committee/board engagement and working with our clients on asset allocation strategy, investment policy design, risk assessment and investment reviews. Prior to joining Raymond James in 2019, Adam was a member of the UBS Institutional Consulting Advisory Council, a group of institutional consultants from around the country that help advise the firm on all aspects of the institutional business. Adam has been licensed for over 18 years (Current licenses include the Series 66, 31, 7 and SIE). Adam currently chairs the Finance Committee for an approximately $35 million non-profit organization and chairs the Finance Committee for his local synagogue. Adam has been a featured speaker at nonprofit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE). This past year, Adam chaired the GWSCPA Non-Profit Symposium which brings together over 600 non-profit focused CPAs and other professionals. Adam and his wife, Kate, have three children and live in Rockville. Adam is an avid golfer and University of Maryland sports fan. One of Adam’s main passions is helping young children and proudly serves as a licensed foster care parent in Montgomery County, MD.
