As chief wealth management officer, Adam is responsible for both the big picture and day-to-day execution of Modera’s mission to deliver exceptional service to clients. He leads the firm’s overall wealth management strategy, ensuring high-quality, personalized service for clients across financial planning, investment management, tax, and estate solutions. Working closely with advisors, leadership, and strategic partners, Adam focuses on driving growth through client acquisition and retention, cultivating a high-performing advisory team, and championing innovation in products and platforms. He plays a pivotal role in aligning the firm’s wealth offerings with evolving client needs and long-