Adam joined WealthCrossing in 2022 as an experienced operations associate. A graduate of Rensselaer Polytechnic Institute with a Bachelor of Science in Management and Technology, Adam looks to apply his practical problem-solving approach to provide best in class client service in processes, operations, and system design throughout the firm. Prior to joining WealthCrossing, Adam worked in middle and back office functions at several Wall Street firms including Credit Suisse, Deutsche Bank and Wells Fargo.

Away from the office, Adam looks to continue to grow, maintaining an active lifestyle in and around Richmond. He enjoys exploring the local arts and food scene with his wife and staying active surfing, snowboarding and resistance training.