Adam is a self-described venture capitalist meets therapist meets trust and estate lawyer meets banker. He leverages his entrepreneurial energy, empathic and educational style, and sheer conviction to solve pressing financial issues in the complex worlds of entrepreneurs, tech startups, venture capital, hedge funds and private equity. He focuses on meeting client goals through wealth structuring, asset protection and philanthropic vehicles.
Adam joined the team in 2010 at Merrill Lynch, transitioning from running several businesses and investment product groups at Merrill since 1998. One of those leadership roles was Head of Segmentation Strategy for Merrill, where he developed an advising model based on sources of wealth and stages of life; not simply age or assets – a framework Kore Private Wealth uses today. In addition, Adam put on his “investment product manager hat” again when we launched KORE, to help architect our illiquid investing platform enabling our clients’ to access to non-correlated alternative investments ranging from private credit, to venture capital to real estate.
For many years, Adam has fundraised for and competed in the Wall Street Decathlon (D10), raising over $130,000 for cancer causes. He and his wife, Dana, live in Westfield, New Jersey, with their two children.
BA, psychology, Brandeis University
Executive MBA, New York University's Stern School of Business
We spend all day thinking how we can be helpful and relevant. We meet a lot of people, and we do not care if they become our client today, tomorrow, never or forever. What matters is that we help change peoples' lives.
People make the mistake of anchoring to a framework of unitization of money that they've had early in life. They think of spending in $100s versus $10,000s, for example. They use this unitization to make decisions about spending, giving and investing versus their earnings or net worth. I like to empower people with the concept of marginal utility of a dollar so that they can make powerful decisions.