About Adam
Putting his diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning. When financial challenges become complex, Adam quickly and nimbly pulls together the right team of professionals, coordinates recommendations, and then puts comprehensive strategies into play.
Adam’s favorite part of his professional life is getting to know the diverse individuals, families, and business owners with whom he works — hearing their stories, learning their life path, understanding their aspirations, and helping them with the financial challenges they face.
A native of Los Angeles, Adam now lives in Mt. Lebanon, Pennsylvania. He has two children, Chloe and Eli, and enjoys spending his free time exercising, traveling, and cooking on his Big Green Egg grill.
Education and Professional Milestones
- Miami University of Ohio – bachelor’s degree in science
- Graduate of Leadership Pittsburgh, a program that brings together diverse, senior-level leaders with the aim to create strong personal bonds and affect change in the region
- Has also held roles as president of Alpern Wealth Management, as a financial advisor with Smith Barney, and as a senior manager with Deloitte & Touche
- Has served as board president of CASA of Allegheny County, the treasurer for the Pittsburgh Center for the Arts and The Woodlands Foundation, and a trustee for the Phipps Conservatory
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
Putting his diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning. When financial challenges become complex, Adam quickly and nimbly pulls together the right team of professionals, coordinates recommendations, and then puts comprehensive strategies into play.
Adam’s favorite part of his professional life is getting to know the diverse individuals, families, and business owners with whom he works — hearing their stories, learning their life path, understanding their aspirations, and helping them with the financial challenges they face.
A native of Los Angeles, Adam now lives in Mt. Lebanon, Pennsylvania. He has two children, Chloe and Eli, and enjoys spending his free time exercising, traveling, and cooking on his Big Green Egg grill.
Education and Professional Milestones
- Miami University of Ohio – bachelor’s degree in science
- Graduate of Leadership Pittsburgh, a program that brings together diverse, senior-level leaders with the aim to create strong personal bonds and affect change in the region
- Has also held roles as president of Alpern Wealth Management, as a financial advisor with Smith Barney, and as a senior manager with Deloitte & Touche
- Has served as board president of CASA of Allegheny County, the treasurer for the Pittsburgh Center for the Arts and The Woodlands Foundation, and a trustee for the Phipps Conservatory
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.