Adam brings over 15 years of experience in cash management and commercial banking, serving both technology and life science companies and their investors. Throughout his career, he has solved technical accounting challenges for clients by using his expertise in asset management, GAAP financial accounting and SEC reporting. In the process, he has developed deep relationships in the tech, life science, venture capital and private equity markets nationwide.
As President and Founder of Square 1 Asset Management, Adam was responsible for all business strategy, business development and corporate matters and led the firm from its launch within Square 1. In this role, he implemented a novel cash and liquidity management platform based on the technology he developed at Arboretum Asset Management, where he was founder and CEO.
Arboretum’s turnkey platform allowed financial service providers to offer sophisticated investment services to their institutional clients, using a novel method to provide liquidity vehicles in the U.S. government securities repurchase market to institutions that did not have low cost access. Adam was also the Founder and President of SVB Asset Management, Adam grew the firm from inception to $10 billion in assets and implemented investment transparency tools for clients.
Adam earned his Master’s in Business Administration from the University of San Francisco's School of Management. He is also a Chartered Financial Analyst.
In his spare time Adam mostly chases around his two young daughters, rarely catching them. He is an avid traveler to boot.