Adam joined Clearstead in June 2019 and became a shareholder of the company in 2024. As a Senior Portfolio Manager, he provides investment advice and addresses wealth management needs of several clients. Some of his key responsibilities include formation of investment policy, strategic asset allocation decisions, and portfolio construction for high-net-worth families spanning multiple generations.

Adam holds a bachelor’s degree in finance from Xavier University. Prior to joining Clearstead, he worked at Fifth Third Private Bank in Cincinnati, OH, and has been involved with the United Way of Greater Cincinnati. Adam is a CFA Charter holder and a member of the CFA institute.