Adam is responsible for the distribution of Savos solutions to financial advisors and their clients on the AssetMark platform. He joined Savos in September 2016.
Prior to joining AssetMark, Adam was instrumental in the initial launch and growth of the BlackRock iShares and J.P. Morgan ETF businesses, holding senior product, strategy, and business development positions in the US and Europe. In these roles, his emphasis was on building and running new business functions that delivered consultative services to clients to deepen relationships. He also developed educational content across a range of topics, including product due diligence and portfolio construction.Adam is experienced working with a range of clients across the globe, including financial advisors, research analysts, and institutional investors. His speaking engagements include client and industry conferences in the US (including ETF.com and Morningstar) and Europe (including European Pension Fund Investment Forum and EDHEC-Risk Institute).
Adam graduated from Northwestern University with a BA in Political Science and holds the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute™.