Our People

Adam has over 10 years’ of financial services and investment experience, researching and evaluating public and private market investments across a wide range of asset classes. He is a voting member of the Apt Wealth Partners Investment Committee with other responsibilities covering portfolio construction and management of the Apt Wealth Partners Model Portfolios and Separately Managed Accounts.

Adam has several academic and professional qualifications including a Bachelor of Laws and a Bachelor of Commerce (Corporate Finance) from the University of Adelaide, a Diploma in Financial Planning and a Certificate IV in Finance and Mortgage Broking. He is also a CFA Charterholder.