Before founding AIM, Adam built a foundation of relationships through his roles as Chief Investment Officer and senior portfolio management for various firms. His expertise spans managing portfolios of varying sizes, from $5 million to $32 billion, for college endowments, foundations, asset management firms, high-net-worth family offices, and pension funds.
Adam possesses a deep and comprehensive understanding of diverse investment structures, strategies, and securities across a wide range of asset classes. He is highly skilled in all facets of optimal asset allocation, portfolio scenario analysis, asset class structuring, due diligence, and risk management, consistently driving outperformance through direct portfolio management.
Outside the office, Adam enjoys climbing mountains and has a humorous tale of watching his tent fly away. At least once a year, you won’t be able to find Adam because he is out fly fishing for trout and salmon. “There is nothing better than catching a silver salmon on a fly rod”.
He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Adam is a graduate of Ohio Wesleyan University and has completed the Alaska Pacific University Alaska Native Executive Leadership Program (ANELP).