Adam is a Wealth Management Analyst where he is responsible for proactive operational maintenance of the investment advisory division of IronBridge, in order to help clients maximize their usage and understanding of the investment tools IronBridge offers.
Prior to joining IronBridge full time, Adam worked here part-time, assisting lead advisors in day to day needs. Through his various projects and responsibilities, Adam gained not only general financial knowledge, but also an appreciation of the culture and the high standards that are displayed at IronBridge.
Where I Come From:
Adam was born in Philadelphia but moved shortly after to South Windsor, Connecticut and has resided in the Hartford area for the majority of his life. In August Adam will be moving to Austin, Texas and will be working out of IronBridge’s Texas location.
Adam obtained his B.A. in Finance from Roger Williams University in Rhode Island while being a four year NCAA all-academic baseball team member. Adam is currently studying for his Series 7.
Adam has always had an interest in wealth management and investment since the early days of his high school career. Adam is passionate about helping others and giving back in as many ways as possible. Adam sees this field and especially IronBridge with their strong charitable initiative, as a perfect way to help clients reach their financial goals while also creating the opportunity to pursue his own charitable interests.