Adam joined Austin Wealth Management in 2024 from SageView Advisory Group,independent RIA founded in Newport Beach, where he was most recently helping oversee investment operations and trading functions in the Dallas office.

Adam began his professional career working in Operations for Bradford & Marzec in Los Angeles before moving to San Francisco to cover clients for Piper Sandler’s Institutional Equities division, and to help build the firm’s ultra-high net work client base. He made his way to Dallas via Goldman Sachs where he served as an Associate in the Transaction Bank and as a Franchise Manager for the Derivatives desk.

Education
  • Business Finance & Political Science, University of Southern California, 2016
Experience
  • 2023, Director, Trading & Investment Operations, Sageview Advisory Group
  • 2021, Franchise Manager, Derivatives, Goldman Sachs
  • 2017, Sales & Trading Associate, Piper Sandler
Background

Adam was born and raised in Las Vegas, NV but spent most of his personal and professional life in California and Texas. He currently resides in Dallas, TX, with his two Shiba Inu and enjoys sports, fishing, and cooking in his free time.