Adam is a key team member working closely with Portfolio Managers and Advisors. He ensures a streamlined process for an efficient and effective management system for Bellwether’s client assets. Adam takes a hands-on approach to working with and transitioning Bellwether Advisors, and further assists with training and strategy implementation. Having this front-line approach allows Adam to contribute to the development of new processes and automations creating a better experience for both Bellwether clients and Advisors. Sharing knowledge and helping others are core values for Adam. He is very motivated by helping clients through innovative problem solving.
Adam holds two degrees from McMaster University: A Bachelor of Arts (Psychology) and a Bachelor of Arts (Honours Economics). His desire for striving for excellence means education does not stop at university. Adam is a Level I CFA candidate. He is also working to obtain his LLQP and CFP designations.
Adam is a second degree blackbelt in Kenpo. He enjoys spending time with his wife and dog, listening and playing music, and finding ways to make personal improvements in his everyday life. Adam believes in organizing your own house to better contribute to the world.