Adam serves as the Director of Client Relations at MOSAIC. He leads the business development and client onboarding teams. His focus includes speaking with current and prospective clients on how to position themselves and navigate the complexities of optimizing their use of financial services technology.
Adam is a CIMA® consultant. He holds the Certified Investment Management Analyst® certification under the joint auspices of The Wharton School, University of Pennsylvania and the Investment Management Consultants Association®. His studies included performance and risk measurement and management, performance attribution, traditional and alternative investments, asset allocation, manager analysis and modern portfolio theory. Adam has experience as a public accountant working in EY’s Financial Services Office and in wealth management as an advisor at Merrill Lynch.Adam graduated with a Master’s degree in Accounting from the Marriott School of Business at Brigham Young University.