Adam joined the firm in 2014 as an Analyst. He is a member of the Investment Committee and monitors Domestic Equity money managers. Adam graduated from Xavier University with Bachelor's degrees in Finance and Information Systems Technology. At Xavier he was selected to participate in managing the student-run D'Artagnan Capital Fund which manages $2M of the University's endowment. Adam holds his Series 65 license and is a registered investment advisor in Kentucky. He lives in Cincinnati and is an avid Xavier basketball, Cincinnati Reds and Bengals fan. In his free time he enjoys running and golfing.
Investment Committee Member