Experience
Makes all the difference
Adam's primary responsibility is as the financial planner and mutual fund and annuity analyst for the team. He joined UBS in 1999 as a Business Technology Advisor, and was named a Divisional Vice President for the firm in 2003. He also served as the Team Leader nationwide for Technology Sales Integration. In 2004 he joined his father Glenn in Glens Falls UBS office as a junior partner. Adam earned the Certified Financial Planner (CFP) designation in 2008. At 6 years of age Adam was gifted 1 share of Deere stock thus began a lifelong interest in investments and investment performance.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor, Divisional Vice President |
Glens Falls, NY |
May 2004 - Present |
UBS Financial Services Inc. |
Senior Business Technology Advisor, Divisional Vice President |
Weehawken, NJ |
September 1999 - May 2004 |
Computer Consultant |
Owner |
Durham, NH |
March 1999 - September 1999 |
NAEVA Geophysics |
Geologist |
Congers, NY |
October 1998 - March 1999 |
NAEVA Exploration |
Exploration Geologist |
Charlottesville, VA |
May 1998 - October 1998 |
Accomplishments
- Divisional Vice President, UBS Financial Services Inc.
- Technology and Sales Integration Team Leader - Professional Development, UBS Financial Services Inc.
- Senior Business Technology Advisor - Professional Development, UBS Financial Services Inc.
Education
- B.A. Geology, Colby College, 1998
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life and Health Insurance Licensed: NJ, NY, VA, WI
- NY State Long Term Care Partnership
Personal & Community
- President - Glenn and Carol Pearsall Adirondack Foundation
- Operate CBoats.net - the worlds largest online community of whitewater canoe enthusiasts from around the world
Registered States:
AZ, CA, CO, CT, DC, DE, FL, IN, MA, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WY