Adam grew up in New Castle, PA but moved to Ohio to attend The Ohio State University where he graduated from The Fisher College of Business with a degree in Business Administration and a specialization in Finance.  Adam’s roots with Bluestone go way back to his days as a college intern.  Upon graduation, he joined the team full-time and began his financial planning career.  Adam specializes in working with corporate executives, high-net-worth families, and young professionals.

Adam is the leader and architect of Bluestone’s Investment Committee, which is committed to manage our client portfolios with diligence, skill and care.  The Investment Committee works to design and manage tailored portfolios to help meet each client’s individual goals and objectives.  Adam’s passion and drive for achieving maximum efficiency is reflected in the way our team manages assets.  Adam has earned the title of CFA® Charterholder, which represents the highest ethical and professional standards in the investment industry.

Adam resides in Upper Arlington with his wife, Michelle, three sons, Connor, Evan & Peyton and their dog, Henry.  Adam is an active member of the Selection Committee of Handshake America, a team of successful professionals who mentor high school student athletes.  He is also active in coaching youth basketball and baseball.  Adam and his family attend Rock City Church and are members of Brookside Golf and Country Club.