Adam is a native of Worcester, MA and joined SS&A in July 2019 to found the firm’s Boston office. Adam has been in the financial services industry for almost 15 years and prior to joining SS&A, he worked for Beaumont Financial Partners. In 2010, Adam earned his CFP® certificate and in 2015 he became an IRS Enrolled Agent. His combined skillset of financial planning concepts and tax strategies enables Adam to serve clients in a comprehensive and tax-efficient manner. Outside of work, Adam enjoys spending time with his wife and two daughters as well as following all Boston sports.
To contact Adam you can email him at firstname.lastname@example.org.