John Adelman is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group. John has more than 25 years of experience specializing in manager due diligence, portfolio management, and financial planning for high and ultra-high net worth families, entrepreneurs and business owners. Prior to joining UBS, John was a Senior Vice President at Merrill Lynch in their Global Wealth Management division. Before that, John spent 10 years at Bernstein Investment Research and Management. John focuses on bringing personalized service to each and every one of his clients, including financial planning, asset allocation, trust and estate planning and tax minimization strategies.
John is a member of UBS’ Pinnacle Council, a designation reserved for the firm’s most accomplished advisors. He has also been named one of Barron’s Top 1,200 Financial Advisors in 2019 and 2022, and has been recognized by Forbes as one of the Best-In-State Wealth Advisors in 2018, 2019, 2020, 2021 and 2022. He received his B.S. in Finance from Lehigh University. John resides in Short Hills, NJ with his wife, Jill, and their two children. He is an avid golfer and serves as Vice President on the Board of Mountain Ridge Country Club.
Registered States:
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI