Andersen Global
Adam leads the National Investment Consulting Division, chairs Andersen’s Investment Committee, and is the Client Group Lead for Investment Consulting Services. He provides comprehensive investment consulting and wealth management services to family offices, high-net-worth individuals, and corporate executives. He develops personalized investment plans and customized performance reports for his clients so that they can meet their specific goals and objectives. His advice is both independent and objective with a focus on tax efficiency.
Adam is a CFA Charterholder and Certified Financial Planner. He has over 20 years of extensive experience advising clients on issues relating to:
- Investment consulting
- Consolidated performance reporting
- Broad-based financial planning
- Wealth transfer and estate planning
- Charitable giving
- Retirement planning
Adam is also an active member of Andersen’s Family Office Buyer Group, the firm’s 401(k), Newsletter, and Training committees. Adam is a frequent speaker on investment and financial planning-related topics.
Firm
Location
New York, NY, United States
West Palm Beach, FL, United States
Education
- University of Florida, BS (Finance & DIS)
- NYU, Certified Financial Planning
Affiliations
- CFA Institute
- New York Society of Security Analysts
- Chartered Financial Analyst
- Certified Financial Planner
- Estate Planning Council
- Financial Planning Association