Adam has more than 20 years of experience in the investment management industry with responsibilities ranging from wealth planning, research, and portfolio management to compliance and practice management.   He earned the CFP® shortly after starting his career and eventually transitioned to a practice management role overseeing operations while maintaining wealth planning responsibilities.  While he enjoyed the teamwork and focus on company growth, utilizing technology and implementing processes to enhance company efficiency, and practice management Adam felt something was missing.  After a short stint in the practice management roles, he joined Whitney & Company in 2017 where he is leading the firms’ financial planning efforts.  Joining Whitney & Company filled the void he was feeling and allowed him to get back to his planning roots at a firm with a high standard for client care that matches his own.   Adam is motivated by helping individuals and families create the financial strategies that best suit their unique lifestyle, work-life, and family life.  He and fellow planners strive to make client’s financial pictures clear and uncomplicated so they, and their family, can live their best life.

Before joining Whitney & Company, Adam served as Chief Operating Officer and Chief Compliance Officer at LVW Advisors and at Cobblestone Capital Advisors in various roles, from wealth planning to operational oversight. He holds a BS in accounting and an MBA, both from St. John Fisher College.  He also earned the CFP® designation in 2001.

A sports enthusiast, Adam is a volunteer softball and basketball coach in the Special Olympics program. He enjoys golf, hiking, and spending time with his wife, three children, and two dogs.  He also serves on the Penfield Wrestling sports booster board.