Managing complex wealth with passion and a relentless client focus
Adam began his career in financial services in 2001 after graduating with a B.A. from Lafayette College and receiving a J.D. from Brooklyn Law School and an LL.M. in Taxation from New York University School of Law.* Previously, he was a Principal at Bernstein Global Wealth Management, a member of the Investment Committee at First Long Island Investors, a multifamily office and an Account Executive at Bear Stearns. Adam joined UBS in 2009, where he attained the Private Wealth Advisor designation. He is also currently a member of the firm’s UBS President’s Council.
Adam focuses on customized investment planning, which integrates asset allocation and intergenerational estate and philanthropic planning strategies for each client. His passion is to help clients understand how the intersection of markets, analytical frameworks and human emotions can be harnessed to help them achieve their future goals. Adam leads the Manager Due Diligence process for the team. This includes identification and ongoing monitoring of select managers, gaining an understanding of each manager’s philosophy, process and risk management capabilities, collecting and analyzing firm and portfolio data, and conducting one-on-one meetings. Adam brings more than substantive knowledge and experience to his role; he also believes his relentless work ethic on behalf of clients has earned him and Errico Partners a trusted place in their clients’ lives.
“Because we truly love what we do, and understand the importance of the role we play in our clients’ lives, we embrace the extra mile.”
Past experience
- Principal, Bernstein Global Wealth Management
- Vice President, First Long Island Investors
- Account Executive, Bear Stearns
FINRA Registrations
- Series 7, 31 and 66 securities licenses
- Life, variable annuity and variable life insurance licenses
Life
- Adam is the proud father of three daughters.
- He is an avid tennis player and skier.
- Adam supports a number of charities in his Westport, CT community.
* Adam does not perform this function at UBS.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY