Adam is the Chief Financial Officer at Private Advisor Group and leads the strategy for the finance team. He is responsible for overseeing the firm’s capital management, investments, financial metrics, and business intelligence, as well as engaging with key stakeholders on the firm’s financial performance and strategic direction of the company. He brings over 15 years of experience in financial services to the team.
Prior to joining Private Advisor Group, Adam held leadership roles at LPL Financial, including financial planning and analysis, compliance, technology, and in chief of staff functions to key executives and business units.
Adam earned his MBA from the University of North Carolina – Charlotte and majored in economics at Emory University, where he earned his bachelor’s degree. He holds FINRA series 7 and 24 licenses with LPL Financial and FINRA Series 66 license with Private Advisor Group.
He is an active board member of Defend the Fatherless, a non-profit organization which aims to lessen the burdens of foster and adoptive families in the community. He currently serves on the Development and Fundraising Committee. He has also served on the Board of Junior Achievement Central Carolinas for two years and the LPL Foundation for three years. Adam enjoys coaching youth sports and is an advocate for Pancreatic cancer and mental health awareness.
Adam lives in Fort Mill, SC, with his three children – Emily, Joel, and Jacob “JJ.” Outside of work, Adam enjoys spending time with his family traveling, and playing sports together.
