Adam serves as the COO at LVW. He is charged with overseeing the operations of the firm and making certain that LVW Advisors is in compliance with regulatory agencies.
Adam has more than 15 years of experience in the investment industry. Prior to working for LVW Advisors he worked at Cobblestone Capital Advisors where early in his tenure he delivered financial planning and investment advice to clients. During his remaining tenure at Cobblestone he transitioned to the Director of Operations role where he was responsible for operational oversight and involved in the compliance efforts of the firm.
Adam holds the Certified Financial Planning designation and graduated from St. John Fisher College earning an accounting undergraduate degree and a Masters of Business Administration degree.
Adam is an avid sports enthusiast, living in Penfield, NY, with his wife and three children. He enjoys coaching youth baseball and spending time with his family and friends.