Adam’s financial services experience stretches back more than 30 years—and for the last 20, he has been a portfolio executive with Adviser Investments. Adam began his career in 1985 as a performance measurement specialist for BondA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates. Timing Services, where he provided analytical support to the firm’s portfolio managers. In 1995, Adam joined Kinder Financial Services in Cambridge, MA, as a financial adviser, working with private clients on investment, estate and retirement planning concerns. Adam started at Adviser Investments in 2000, when the firm had $350 million under management, and he’s been an integral part of the company’s growth to over $7 billion in 2021. He serves on the company’s Portfolio Review Committee. In 2019, he was honored in Boston magazine for the seventh time as a Five Star Wealth Manager. Adam graduated from the University of Massachusetts with degrees in art and economics, and he earned his master’s degree in education from Tufts University. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999. Adam lives in Lexington, MA, with his wife and children.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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