Adam began his investment industry career in 1984 and joined Stifel in 2023. Prior to joining Stifel, he served at Alex. Brown, a division of Raymond James. Prior to Alex. Brown, he served in various high-level roles, including Senior Vice President with RBC Royal Bank, Partner with C.E. Unterberg, Towbin, Senior Vice President with Everen, and Managing Director with Bear Stearns. 

Throughout his career, Adam has guided his clients as they manage and pursue their financial goals. He strives to deliver top-tier service and provides his clients with a full suite of investment services. He earned a bachelor’s degree from Ohio Wesleyan University and holds Series 3, 7, 8, 9 & 10, 63, and 66 securities licenses. 

Originally from Great Neck, New York, Adam makes his home in Westfield, New Jersey, with his wife, Kasia. Together, they have three children, Lauren, Nicole, and Robert. Outside the office, Adam enjoys playing golf, skiing, and cooking. 

 

 

Richard began his career in financial services in 2018 as a Research Analyst at Preqin before joining Fidelity Investments as a Financial Consultant later that year. After nearly seven years at Fidelity, he joined Stifel in 2026. Richard earned a B.A. in Mathematics from the University at Albany in 2015 and holds Series 7, 63, and 65 securities licenses.

Richard takes a client-centric approach to investment planning and wealth management. He enjoys applying his creative thinking and problem-solving skills to develop investment strategies that align with each client’s unique needs and long-term goals. He is committed to providing thoughtful guidance and a high level of communication throughout the client relationship.

Richard lives in New Jersey with his wife, Kendall, and their two cats. Outside of the office, he enjoys fishing, traveling, cheering on the New York Giants, and spending time with his family.