Adam Katz

Private Wealth Advisor

Adam is a self-described venture capitalist meets therapist meets trust and estate lawyer meets banker. He leverages his entrepreneurial energy, empathic and educational style, and sheer conviction to solve pressing financial issues in the complex worlds of entrepreneurs, tech startups, venture capital, hedge funds and private equity. He focuses on meeting client goals through wealth structuring, asset protection and philanthropic vehicles.

Adam joined the team in 2010 at Merrill Lynch, transitioning from running several businesses and investment product groups at Merrill since 1998. One of those leadership roles was Head of Segmentation Strategy for Merrill, where he developed an advising model based on sources of wealth and stages of life; not simply age or assets—a framework we use today. In addition, Adam put on his “investment product manager hat” again when we launched the firm, to help architect our illiquid investing platform and enable our clients to access non-correlated alternative investments ranging from private credit and venture capital to real estate.

For many years, Adam has fundraised for and competed in the Wall Street Decathlon (D10), raising over $130,000 for cancer causes. He and his wife, Dana, live in Westfield, New Jersey, with their two children.


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