Adam has been a portfolio manager at Ingalls since 2002. Working with individual, retirement, and institutional accounts he uses tax-efficient, risk mitigating strategies to design portfolios that are aligned with clients’ goals and needs. Portfolios include equities, fixed-income securities, and ETFs. In 2017, he co-founded The 6th Avenue Team, where Exchange Traded Funds were broadly introduced for further optimization of client outcomes. Additionally, since 2005, Adam has been a partner in an Ingalls-advised private investment fund focusing on distressed debt and special situations.
Adam joined Ingalls after serving as President of Janovic/Plaza, a fourth generation, family-owned chain of paint and home decorating stores in New York City. Adam sold the business to Benjamin Moore in 1999, having grown it threefold over a nine-year period. Adam has lectured on the challenges and nuances of family business matters at universities, clubs, and private business organizations. Earlier in his career, Adam worked in the Corporate Finance Department at Smith Barney.
Adam received a B.A. from Colgate University with a major in economics and an M.B.A. from Cornell’s Johnson School of Management.
Adam’s outside activities have included nine years of service as a Board Member of Echoing Green, a foundation providing seed funding to social entrepreneurs. Separately, Adam has provided financial backing and counseling to numerous start-ups and early stage organizations. Adam lives in New York City with his family and the world’s greatest pound dog.