People

Adam is an Audit Partner in Grassi’s Financial Services Practice. He has more than 10 years of experience in public accounting, auditing, and management consulting for financial services entities.

Over the years, he has worked on a diverse client basis, auditing mutual funds varying in net assets from $10 million to over $4 billion. He also has experience working on hedge funds and private equity funds with varying investment strategies. Additionally, Adam has experience with integrated audits of publicly traded asset managers, broker dealers, as well as private management companies.

Prior to joining Grassi, Adam served as a Director at a Big 4 Accounting Firm, where he focused on the Asset Wealth Management sector. Adam independently valued complex derivatives and financial instruments including credit default swaps, interest rate swaps, futures, forwards, tender option bonds, and profit of interests. In addition, Adam prepared and managed audit budgets and annual audit plans to ensure they were conducted in line with the approved plans.

Adam is a member of the American Institute of Certified Public Accountants (AICPA) and is a Certified Public Accountant in the State of New York. He was recognized among the 2023 Notable Leaders in Accounting, Tax & Audit by Crain’s New York Business.

Adam earned his Masters in Accountancy with a specialization in taxation and his Bachelor of Business Administration from the University of Wisconsin.