Adam began his investment industry career in 1984 and joined Stifel in 2023. Prior to joining Stifel, he served at Alex. Brown, a division of Raymond James. Prior to Alex. Brown, he served in various high-level roles, including Senior Vice President with RBC Royal Bank, Partner with C.E. Unterberg, Towbin, Senior Vice President with Everen, and Managing Director with Bear Stearns.
Throughout his career, Adam has guided his clients as they manage and pursue their financial goals. He strives to deliver top-tier service and provides his clients with a full suite of investment services. He earned a bachelor’s degree from Ohio Wesleyan University and holds Series 3, 7, 8, 9 & 10, 63, and 66 securities licenses.
Originally from Great Neck, New York, Adam makes his home in Westfield, New Jersey, with his wife, Kasia. Together, they have three children, Lauren, Nicole, and Robert. Outside the office, Adam enjoys playing golf, skiing, and cooking.
Certificates
Licenses
Awards
Education
AR State License
CA State License