Adam joined St. Louis Trust & Family Office following five years of experience at Matter Family Office in St. Louis. Bringing portfolio analysis, planning, and financial modeling experience to our team, Adam utilizes his talents to help our families visualize and understand everything from estate, tax, and cashflow projections to investment performance.
Adam is particularly passionate about working with wealth inheritors in the rising generation, helping them to navigate their new financial responsibilities and learn about investment and philanthropic opportunities that align with their goals.
A University of Missouri graduate, Adam serves on the executive committee for the state’s Make a Wish Foundation as VP of Finance for the YPO group Wish STL. He oversees budgeting and transactions for the group and helps plan and coordinate fundraising events that enable the foundation to grant its namesake wishes to children fighting critical illnesses. He is also a member of the St. Louis Sports Commission and the Mizzou Alumni Association.
When not meeting with clients or contributing time to his favorite causes, Adam enjoys attending live sports events and golfing with friends, with a goal of playing a handful of “destination” courses each year. He also loves trying new restaurants (in St. Louis and beyond) and revisiting his curated list of favorites.
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