Adam is an Associate at Robertson Stephens’ Bellevue, WA office. He works with the Managing Director and Principal Michael Ridgeway, along with Vice President Eli Ince, PhD, CFA. Together, they use their combined 50+ years of industry experience to provide an institutional-grade wealth management experience.
Adam brings 10+ years of custodial expertise to Robertson Stephens. Prior to joining RS, Adam served as a client service representative and later as an investment advisor with TD Ameritrade. Following the TD/Schwab merger, he transitioned to a senior advisory role coaching and advising professionals through onboarding and custodial services. Adam spent the last three years with Fidelity, where he led advisors through investment, retirement, and estate planning design and implementation. He has experience in wealth planning and investment management, as well as trading in the equity, derivatives, and fixed-income markets for HNW and UHNW clients. So far, he’s earned his Series 7, 9, 10, 63, and 66 FINRA licenses.
Adam grew up in Kalispell, Montana, as the oldest of 5 children. He now lives in the Everett, WA area with his wife Rebecca, their son, and two dogs. Adam enjoys spending quality time with family and friends, especially outdoors in beautiful Western Washington. He also loves competing whether it’s sports, gaming, or trivia.