Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Adam has spent the last 10 years in the fintech industry. He served as CFO of Crest Hill Capital and Mantis Funding, spent five years at Deutsche Bank as controller for the equity derivatives trading desks. His career started at Thomson Reuters in 2004 as an investment banking product consultant. Adam is a CFA charter holder with an MBA from the Zicklin Business School at Baruch College with a BS from Cornell University.
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