Adam is a vice president, relationship director and investment specialist at Avantis Investors®. Prior to Avantis Investors' establishment in 2019, Adam served as vice president and regional director at Dimensional Fund Advisors (DFA). In this role, Adam was responsible for sales and distribution of mutual funds to independent financial advisors, maintaining and growing existing relationships and new relationship development.
Adam earned a bachelor of business administration from St. Edward's University. Adam is a CFA Charterholder and CPA. He holds Series 7, 63 and 65 Licenses.