Overview
As the Northeast Regional Leader of Aprio, Adam leads a team of 30+ business advisory professionals. He provides tax and business advisory services to CFOs and CEOs of closely held businesses with annualized revenues from $10-$100+ million. Adam’s industry experience includes private equity firms, hedge funds and international investors in US real estate, high growth technology companies, as well as restaurant and hospitality groups. He also has considerable experience providing financial and estate planning services to high net worth individuals and families.
Experience
Adam works closely with clients to provide the insights and solutions they need to innovate with confidence. His specialties include maximizing profitability through tax planning and R&D tax credits, business advisory and strategic planning. He also helps provides coordinated tax, financial, estate planning, insurance and investment advisory through Aprio Private Client and Family Office Services.
Accelerating profitable growth and managing risk require an eye to the future and the application of disruptive thinking. Adam’s approach has delivered 20+ years of success in public and private sector accounting for his clients and team members.
Education & Affiliations
Adam is a Certified Financial Planner (CFP) and a Personal Financial Planning Specialist, and holds several financial services licenses, including the NASD Series 7, 63 and 65 securities licenses. He also holds insurance licenses for the State of New York, New Jersey, Florida, Georgia, Texas, Pennsylvania, Nevada, Connecticut and Massachusetts.
Graduating Summa Cum Laude, Adam earned his Bachelor of Science Degree in Accounting from Albany (SUNY). Adam is also a certified mixologist and makes a mean Manhattan.
Insights
