With over 23 years experience in the investment profession, Adam holds licenses in both Arizona and California, including the Registered Principal and Securities State Law registrations. After earning a Bachelor of Science degree in Finance at Cal Poly, in San Luis Obispo, California, Adam took his interest in global economics overseas. Living and traveling for three months throughout Europe, and studying the cultures, art, and language , Adam was inspired to pursue and complete his MBA at the Monterey Institute of International Studies.
After moving to Arizona, Adam worked for eight years with the Charles Schwab Corporation, as an Active Trader Representative, and later, in the Global Investment Services Division, helping clients diversify their portfolios internationally. Before joining Cambridge Investment Research Inc., Adam worked ten years as a Senior Advertising Compliance Officer for AIG Advisor Group. There, he provided technical advertising assistance to financial advisers, ensuring federal regulatory compliance.
Adam's career has been driven by his interest in following domestic and global politics and macroeconomics, and their interrelationship to investing. Over time, he has developed a keen interest in values-based, and socially responsible investing. Adam can help clients arrange their investments to support both financial goals and their personal values. The ability to incorporate a practice with the goal of "doing well, while doing good" is a unique option Adam enjoys providing to his clients. As a Registered Investment Advisor Representative with Cambridge, Adam's mission is to help individuals and families invest in a bright future while aligning their money with their values.
Adam and his wife reside in Phoenix Arizona, sharing their home with two dogs and cats. His personal interests include landscape photography, music, and football. He also makes the most of Arizona weather by playing golf and hiking with family and friends.
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