Adam is a member of our Executive Committee and the firm’s Chief Investment Officer. He leads our investment team, overseeing the construction of our investment strategies for client portfolios and ensuring we remain focused on our core investment philosophy and risk management framework.
Before joining Obermeyer Wealth, Adam was Booth Creek Capital Management LLC’s Managing Member, Founder, and Portfolio Manager. He founded Booth Creek, investing with a dividend-focused equity strategy, in 2010 and grew it to over $100M of assets under management. Prior to Booth Creek, Adam served as the head of Merrill Lynch Global Strategic Investment Group in New York, where he oversaw a multibillion-dollar long-short equity fund. Earlier in his career, Adam held positions at Morgan Stanley, where he managed a billion-dollar long-short equity portfolio. Adam received a BA in English from St. Lawrence University.
On a Personal Note
Adam moved from New York City to Vail in 2010, and in his free time, Adam enjoys an active lifestyle with his wife and children. His passions include skiing, golf, squash, backgammon, reading, cooking, and travel.
