Senior Vice President - Portfolio Manager
CurrentAdam serves as a portfolio manager helping individual clients attain their personal investment objectives by directly managing personal and family trust assets. As part of the Atlanta-based Private Wealth Management team, Adam assists clients in defining investment objectives, evaluating current and potential investment managers, executing tactical asset allocation shifts, monitoring current economic and market trends, and tracking progress towards goals.2022 Chairman’s Club Award2021 Chairman's Club Award2015 Chairman's Club Award2014 Chairman's Club Award2013 Chairman's Club Award