Adam is an Investment Advisor for PNC Institutional Advisory Solutions located in the Ohio market. He coordinates the delivery of investment solutions for defined benefit plans and various charitable organizations, endowments and foundations. His key responsibilities include maintaining strong relationships with clients by providing thought leadership, education and insights, managing portfolios in accordance with the client’s investment objectives, providing recommendations for asset allocations based upon the client’s needs and supporting the development of new business relationships.
Prior to PNC, Adam served as a director at Hartland & Co., where he was responsible for many institutional relationships across the Midwest. He previously worked for Lancaster Pollard Investment Advisory Group as a portfolio manager.
Adam earned a Bachelor of Science degree in business from Wright State University and a Masters in Finance degree from The Ohio State University. He is a Chartered Financial Analyst® (CFA) charterholder, a Chartered Alternative Investment Analyst® (CAIA) charterholder, and a member of the CFA Society of Columbus, Ohio.