As a Tax Manager, Adam is responsible for preparing and reviewing tax returns for high-net-worth individuals, trusts, pass-through entities and foundations.
Prior to joining The Colony Group, Adam was a Senior Associate at PricewaterhouseCoopers in their Personal Financial Services and Private Company Services group.
Adam earned a Master of Science degree in Taxation from Bentley University’s McCallum Graduate School of Business and a Bachelor of Science degree in Accounting from Endicott College. He is a Certified Public Accountant and a member of the American Institute of CPAs and Massachusetts Society of CPAs.
Outside of the office, you can find Adam on the golf course, relaxing on the Cape or planning his next baseball game – he’s been to 15 Major League Baseball Stadiums!