Adam joined Cidel in 2025. He is responsible for developing both private wealth and institutional relationships.

Prior to joining Cidel, Adam worked as a Senior Institutional Portfolio Manager at a major Canadian bank-owned asset manager. Prior to that, he held various roles in the Client Wealth Management group at a boutique investment management firm. Adam brings over 10 years of financial industry experience to Cidel.

Adam holds a Bachelor of Arts from the University of Waterloo, an MBA, and a Master of Science in Finance from Texas A&M University. Adam is a CFA® Charterholder, and also holds the Chartered Investment Manager (CIM®) designation.