Adam is a Wealth Advisor at Vivaldi, bringing over 20 years of experience in institutional finance from leading investment banks, hedge funds, and alternative investment firms. Throughout his career, Adam has worked closely with C-suite executives, specializing in trading, portfolio management, investor relations, and business development.
With a deep expertise in risk and volatility management, Adam crafts bespoke portfolios that leverage Vivaldi’s top-tier investment solutions to meet the unique goals of each client. He holds a BBA in Finance from George Washington University School of Business. He is a member of the advisory board for Invest for Kids.