Stock Options and Equity Compensation
Adam is an Associate Wealth Advisor at The Colony Group. His primary role is to support a team of advisors with all aspects of the client relationship, including financial, investment, and tax planning for high-net-worth individuals, families, and corporate executives.
Prior to joining The Colony Group, Adam worked for Merrill Lynch as a Registered Wealth Management Client Associate. Adam is a CERTIFIED FINANCIAL PLANNER™ professional and graduate of The College of Saint Rose earning a Bachelor of Science in Business Administration concentration in Finance.
As an Avid horse racing fan and owner, Adam enjoys spending time at Saratoga Racetrack during the summer. A New York native, who passionately roots for the New York Yankees, Giants, Rangers, and Knicks.