Focus Area

As Head of Finance, Adam is responsible for the oversight and direction of the corporate finance function of the company. This role includes enhancing the firm’s corporate finance capabilities with an emphasis on financial reporting, internal procedures and policies, financial forecasting, and strategic planning.

Experience

Before arriving at Fiduciary Trust, Adam was Senior Vice President within the finance group at Boston Private. He oversaw the day-to-day operations of the accounting team, the holding company’s financial statements, budget and financial forecasting, and technical accounting matters. Prior to Boston Private, Adam began his career at KPMG, LLP as a Senior Associate supervising audits within the financial services practice.

Personal

Adam and his family live in Easton, MA and he enjoys spending time with his wife and two young daughters as well as golfing and traveling.