Adam joined the Cleveland Clinic in May 2017 and has two decades of investment experience, focused almost exclusively on managing investments for non-profit institutions.  He is part of the team responsible for managing the Clinic’s investible financial assets, including the long-term investment portfolio, the short-term investment portfolio, a defined-benefit pension master trust, and an offshore captive insurance fund.  Adam is involved with all aspects of managing the portfolios, including asset allocation, manager selection, and portfolio structure; however, his primary responsibility is conducting investment manager due diligence across all asset classes, with an emphasis on absolute return hedge funds, real assets, and fixed income.

Prior to joining the Cleveland Clinic, Adam was the Director of Investments at Mercy Health (Cincinnati), where he was responsible for managing a long-term investment portfolio and a defined-benefit pension plan.  Before that, Adam spent more than a decade in institutional investment consulting, focused on asset allocation and due diligence of investment managers across all asset classes.

Adam holds an undergraduate degree from Brown University and has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.