Adam provides strategic direction for SpringHarbor and its portfolio of investments. Prior to joining SpringHarbor, Adam was an Executive Director and private banker with J.P. Morgan. In this capacity, he advised entrepreneurs, executives, and business owners on wealth management strategies including asset allocation, lending, pre-transaction preparation, estate planning, and charitable giving.
Previously, Adam was a Senior Vice President at Citi Private Bank, a Vice President at PNC Wealth Management, and a Principal at Churchill Investment Corporation.
Adam earned a B.S. from University of Miami Business School.