People

Adam is an Audit Partner in Grassi’s Financial Services Practice. He has over 15 years of experience in public accounting, auditing, and management consulting for financial services entities.

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

Before joining Grassi, Adam was a Director at a Big 4 Accounting Firm, focusing 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. Crain’s New York Business recognized him among the 2023 Notable Leaders in Accounting, Tax & Audit.

Adam earned his master’s in Accountancy with a specialization in Taxation and his bachelor’s in Business Administration from the University of Wisconsin.