Co-Chief Investment Officer
Adam focuses on portfolio management and investment research at TEN Capital Wealth Advisors with an emphasis on managing the investment process and ensuring that the asset allocation strategies and investment selections remain in line with expectations and overall portfolio goals.
Adam’s efforts work to align the the firm’s investment process with its retirement and financial planning practices as well as the firm’s philosophical vision and strategic direction.
He began his career in in the institutional investment business in Boston, MA where he worked for Wellington Management Company, LLP where he rose to the role of equity analyst. Adam has a penchant for research and analysis and using those interests to improve investment results for client portfolios. More recently, Adam has sub-advised for registered investment advisors where he managed portfolios exceeding $350 million. Prior to that, he held analyst positions at Signa Capital Management, LLC in Spokane. Adam graduated from Washington State University with a Bachelors degree in Finance. While at WSU, Adam worked for the University’s endowment his senior year and helped with analysis and assess the foundations’ investment managers.