Sr. Portfolio Analyst
As a Sr. Portfolio Analyst, Adam assists the firm’s Relationship Managers in identifying client’s investment goals and retirement needs. He works with clients and the trading team to implement personalized investment solutions. Adam also performs portfolio research and monitors client portfolios. He holds a BS in Finance from the University of Dayton, a Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™. Adam joined The Mather Group from First Financial Bank in Cincinnati, Ohio where he served as an Investment Officer.