Wealth Management Advisor
Prior to partnering with Meritage and opening its Boston office, Adam has worked for an industry leading private wealth manager at BNY Mellon and a top tier asset management firm at Columbia Threadneedle Investments. At BNY Mellon, Adam helped high net worth families and individuals plan for the future and protect their past success. Through Adam’s professional experience he has spent time providing ideas in portfolio construction, partnering on estate planning conversations, and being a trusted relationship manager for clients and advisors alike.
Adam holds his FINRA series 7 and 66 registrations and is a registered representative of MML Investor Services, Inc. He is also a licensed life and health insurance agent. He graduated from Bryant University where he majored in Marketing and Political Science while also playing on the football team.