An investment management and personal finance professional for over 14 years, Adam brings his money philosophy and “keep it simple” ethos to personal finance.

On April Fools Day, 2016, at the age of 41 Adam left the traditional working world and retired, or as he puts it: “I went on an indefinite sabbatical”. He enjoys talking about and teaching money skills, general finance, and investment concepts.

Adam holds a Bachelor of Science in Finance from Boston College, and International Masters of Business Administration from The Darla Moore School of Business. Additionally, during his career in investment management Adam held FINRA series 7, 66 and 24 certifications as well as the Chartered Alternative Investment Analyst designation (CAIA).

Adam keeps busy helping his wife raise their son and daughter, working on his own self-imposed construction projects, cooking, hiking, running, and getting out on the water whenever he can.