Chief Executive Officer
Adam is co-founder and CEO of Alta Trust. Prior to Alta Trust, he co-founded and successfully exited RIA and TPA firms. Now, he is recognized as a leader in the financial services industry who brings innovative ideas to the investment community. His dynamic scope of experience allows him to provide strong strategic guidance to investment advisors. Adam is passionate about helping investment advisors do the right thing for their clients and themselves. Adam craves win-win deals where everyone walks away smiling. Adam, his wife, Nicole and their four kids live in Colorado, where they enjoy hiking in the Rocky Mountains.