Adam is often the first person an owner talks to. He guides them through the valuation and a plan for their timeline, and he runs our searches for buyers who want to acquire.
Adam graduated from Kansas State University with dual degrees in Financial Management and Financial Services and a minor in Economics. At K-State he was an officer of the Student Finance Association and its first lead bond fund manager.
After graduating, he was a lead portfolio manager for a large Midwest registered investment adviser, where he ran an absolute-return strategy. He then worked as an independent market maker and consulted for a publicly traded company.
His understanding of risk and reward and of what drives growth helps him find strong matches for our clients.