About
Adam is responsible for establishing, overseeing, and conveying the Firm’s wellness and personal/executive coaching strategies. He collaborates with our advisory team, observes evolving wellness trends, and works one-on-one with families and individuals to deliver personalized coaching and planning that aligns with their purpose and passion. He is an avid endurance athlete and resides in Hudson with his wife, Alison, and their two boys.
Professional Designations
Board Certified Coach (BCC®)
Weatherhead Coaching Certificate
Education
John Carroll University
M.B.A. Business Administration and Management (2005)
John Carroll University
B.S.B.A. Finance (2001)
Community
Hudson Youth Cross Country
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting