Adam is a Senior Investment Analyst devoted to expanding the firm’s research efforts. His primary responsibilities include capital markets research, investment strategy, and manager due diligence. Adam applies his experience with institutional investors as a framework for investing with high net worth families.
Prior to joining Waypoint, Adam worked as a Senior Investment Manager on a private wealth team at Merrill Lynch. There he conducted economic research and performed due diligence on investment managers in equity, fixed income, and alternative investments, leading the team’s efforts in hedge funds and private equity. Adam graduated with a Bachelor of Science in investment finance from the University of South Carolina in 2014. Upon graduating, he worked for Vanguard before joining LCG Associates, an institutional investment consulting firm, where he earned the CFA charterholder designation.
Adam lives in Candler Park with his fiancée, Emily, his son Noah, and two dogs (Mia and Jerry). In his free time, Adam enjoys rock climbing, live music, reading fantasy novels, and coaching middle school baseball.