,CFP®, ChFC®
As chief wealth management officer, Adam is responsible for both the big picture and day-to-day execution of Modera’s mission to deliver exceptional service to clients. He leads the firm’s overall wealth management strategy, ensuring high-quality, personalized service for clients across financial planning, investment management, tax, and estate solutions. Working closely with advisors, leadership, and strategic partners, Adam focuses on driving growth through client acquisition and retention, cultivating a high-performing advisory team, and championing innovation in products and platforms. He plays a pivotal role in aligning the firm’s wealth offerings with evolving client needs and long-term business goals.
Adam joined Modera in 2006 and has worked in client service, operations, advisory support, advisory leadership, and executive management capacities. He also led the portfolio management team for several years and developed processes to manage client portfolios. Prior to joining Modera, Adam was a consultant with IBM Business Consulting Services.
Adam received a bachelor’s degree in business management from North Carolina State University. Adam is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® certification. As a member of the National Association of Personal Financial Advisors (NAPFA), he has presented at professional conferences and webinars, and his insights have been featured in outlets such as the Wall Street Journal, New York Daily News, and Journal of Financial Planning.
Outside of Modera, Adam served as a Cub Scout leader for seven years and has volunteered with the Big Brothers Big Sisters program. He enjoys being outside gardening, fishing, hiking, or woodworking.
What sparked your interest in financial planning?
Two different family situations. When I was young, my father experienced a series of financial setbacks, while my stepfather, a very methodical and disciplined financial manager, was able to maintain a comfortable lifestyle. The contrast of the two taught me the value of having a well-formulated and well-executed plan.
I first requested information about the Certified Financial Planner (CFP®) designation from the CFP board when I started college in 1997. I initially pursued a different path but eventually earned the designation 10 years later in 2007.
What fuels you every day in your work?
I have a desire to always do better – for our clients, for our staff, and for the wellbeing of our firm. I try to take maximum advantage of the opportunities that arise, and pay it forward by sharing my knowledge and my experience with others.
What do you enjoy most about working at Modera?
Making a positive impact on the lives of our clients and our staff. Seeing our advice make a difference for our clients is incredibly rewarding. Watching our staff develop and believing that our combined impact will continue to multiply keeps me energized.
Where did you grow up? Where do you live now?
I grew up on the east coast, in Madison, CT, on the Long Island Sound. After attending college in North Carolina, I lived in Boston for six years where I met my wife. We now live in her hometown, Ringwood, NJ with our three children.
CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
