Adam is a Private Wealth Advisor and the head of our internal management of our financial planning software. He is responsible for ensuring the smooth operation of the investment advisory division to help clients effectively utilize and comprehend IronBridge's investment tools. Adam specializes in working with Traveling nurses and current and former athletes.
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. Adam recently moved 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 has been intrigued by wealth management and investing since high school. He is dedicated to assisting others and giving back. He sees the field of wealth management, and IronBridge in particular with its robust charitable efforts, as an ideal way to help clients achieve their financial objectives while also fulfilling his desire to contribute to charitable causes.