Adam delivers comprehensive wealth management services to clients to help them grow and protect their assets as well as achieve their goals.
He works primarily with individuals and families to offer in-depth analysis of their investment portfolios, concentrated positions and retirement plan investment options to assist them in making sound investment decisions.
Before becoming a Financial Advisor, Adam worked at Bain Capital, where he specialized in the firm’s Co-investments group. Earlier, he was at Ernst & Young, focusing on assurance services for clients in Banking & Capital Markets as well as Wealth & Asset Management.
In 2023, Adam was honored with the New York Life Boston General Office Rookie of the Year Award. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), and a qualifying member of the Million Dollar Round Table (MDRT)1.
Adam holds a Bachelor’s degree in Accounting with a minor in Finance from Fairfield University’s Dolan School of Business and also holds a MBA degree from Boston University’s Questrom School of Business.
Adam currently serves on the Hopkinton Chamber of Commerce Board of Directors. He is also involved with Hopkinton’s local YMCA where he’s a Community Board Member and participates in the MetroWest YMCA’s Finance Committee.
Adam married his college sweetheart Jillian. They have three beautiful children together and reside in Hopkinton, Massachusetts. In his spare time, Adam enjoys spending time with his kids, coaching their youth sports teams and relaxing at the Cape with his extended family.
If you’d like to learn more about Adam and how he may be of service to you, you can call or email him any time to schedule a consultation.
308 W Central Street, Suite A
Franklin, MA 02038
Two Lakeshore Center, 2nd Floor
Bridgewater, MA 02324