Adam joined Promontory Point Capital in 2022 and assists the firm’s engagement efforts in performing market and industry research, financial modeling, and other activities to support our client’s objectives. In addition to supporting the firm’s client activities, Adam is involved with helping manage PPC’s expanding network of private equity groups, strategic buyers, and a variety of bank and non-bank capital sources.
A Wisconsin native, Adam graduated from Marquette University in 2022 with Majors in Finance and Accounting. While attending college, Adam centered his education around investments, participating in the Applied Investment Management (AIM) Program at Marquette, tasking students to act as research analysts and manage approximately $2.5 million of Marquette University’s endowment fund across fixed income and equity securities. Adam is currently furthering his financial knowledge, preparing to earn the Chartered Financial Analyst (CFA) industry credential. Outside of the office, Adam enjoys spending time with family, staying active, and the outdoors.
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PPC brings deep financial and strategic expertise to the table along with a fresh perspective from the outside market. Please contact us to discuss your objectives.