Adam is a seasoned finance professional with over a decade of experience in corporate finance, strategic planning, and financial management. Previously, he served as the Vice President of Finance at Kovitz, where he played a key role in shaping the firm’s financial strategy and overseeing its operations. Adam now brings his extensive expertise to Maridea Wealth Management, where he serves as the Chief Financial Officer.

Before his time at Kovitz, Adam was the Vice President of Corporate Finance & Strategy at Revolution Cannabis, where he led major financial initiatives. He also served as Director of Corporate Development and M&A at The Parent Company, driving growth through strategic acquisitions. Adam’s experience extends to his role as Head of Portfolio Finance at a Private Family Office and various positions at HighTower Advisors, where he honed his skills in financial analysis, portfolio management, and wealth management.

Adam holds a Bachelor of Arts degree from Indiana University Bloomington and is a Chartered Financial Analyst (CFA).