Adam works with high-net-worth individuals, mutigenerational families, entrepreneurs, professional athletes and actors, nonprofit organizations and endowments to develop customized financial plans designed to target their objectives. In addition to investment management, he offers personalized strategies for estate planning, generational wealth transfer, philanthropic giving, and pre- and post-liquidity event planning. Adam is particularly skilled at advising entrepreneurs through each stage of the business cycle and connecting them with strategic professional relationships, including working with their M&A attorneys and CPAs. Adam began his career as a financial analyst responsible for developing and implementing investment strategies for nonprofits, private foundations and ultra-high-net-worth families. Adam played Division 1 baseball and graduated with a bachelor’s degree in business administration from the Marshall School of Business at the University of Southern California. Today, he serves as a guest lecturer at USC on the topic of business communications strategy. Born and raised in Los Angeles, Adam lives in the area with his fiancé, Bianca, and their two dogs, Lilo and Tyson. He continues to be passionate about sports and volunteers for the Challenger League, an adaptive baseball program that allows children with physical and intellectual challenges to play organized baseball. He is also an avid golfer and a volunteer baseball and basketball coach. “One area where I believe I can add significant value to clients is providing a full review of their financial situation to identify opportunities to streamline and consolidate their accounts. My goal is to simplify their financial touchpoints by serving as their primary resource for handling any issues regarding their money.”