Adam is a Partner & Chief Wealth Advisory Officer at the firm. While responsible for multiple areas of wealth management, he has a particular expertise in income tax planning for high net worth individuals. He keeps abreast of tax developments and informs the firm of changes in legislation and implications for the firm’s clients.
Before joining the firm in 2007, Adam was a tax supervisor at Levine, Katz, Nannis & Solomon, P.C., an accounting firm in Needham, MA, where he provided tax planning and compliance, financial statement preparation, and other accounting services to high net worth individuals and privately held companies. Prior to that, he worked at KPMG Consulting (now part of Deloitte), where he helped the United States Department of Defense improve and streamline various finance and accounting processes. Adam also spent nearly 10 years as an economist and policy analyst for the U.S. Departments of Labor and Education.
Adam received a Masters in Taxation from Bentley University, his Certificate in Accounting from the University of Virginia, and a Bachelor of Arts in Economics and Communications from the University of Michigan. He is a Certified Public Accountant (CPA).
During his free time, Adam enjoys playing golf and tennis, following New England sports, and planning his family’s next vacation. He lives with his wife, Eve, in Newton, MA.