Wealth Management Analyst
Adam serves as a Wealth Management Analyst within the investment advisory division of IronBridge Wealth Counsel. He is responsible for proactive operational maintenance to help clients maximize their usage and understanding of IronBridge’s investment and financial planning tools and resources.
Prior to joining IronBridge full time, Adam worked with the team part-time, assisting lead advisors with their day-to-day needs. Through 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 moved to Austin, Texas and will be working out of IronBridge’s Austin Branch with CEO Shane Morrow.
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 always had an interest in wealth management and investments 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.