Adam is an Executive Managing Director in Pathstone’s Bellevue, WA office. In addition to leading the Bellevue, Seattle and Anchorage advisory teams, Adam is responsible for advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management. Adam is also a partner of the firm and a member of the Regional Leadership Team. Before joining Pathstone, Adam was the Chief Client Relationship Officer with Cornerstone Advisors. In that role, Adam and his team served $4 billion of family assets across more than 600 families. In his time at Cornerstone, Adam served on the firm’s Executive Team and Inv