Adam is a Certified Financial Planner and has worked in the financial services field for over fifteen years. His work experience includes insurance planning, tax preparation, comprehensive financial planning, and portfolio management. Prior to that, Adam was part owner and Financial Officer of an Environmental Consulting firm in California.
In his current position as Trust Officer and Senior Portfolio Manager, Adam is responsible for account administration and investment management for individual, institutional and trust accounts. This includes the initial evaluation of client needs, the set-up of an investment plan and portfolio, and the on-going monitoring of the accounts.
Adam received his BA in Political Studies and Business from PACE University in Manhattan in 1992, and received his CERTIFIED FINANCIAL PLANNER™ designation in 2012. He enjoys participating in community activities and serves on the Board of the local Boy Scout Council and the Board of Trustees of the SUNY Delhi Foundation as well as several local charitable organizations.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit