Adam is a Partner, Wealth Advisor in our New York City office. 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 began working with the team that became legacy firm Kore Private Wealth in 2010 at Merrill Lynch, where he held many different roles since joining in 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 with their two children in Westfield, New Jersey.

David is a Partner, Wealth Advisor in our New York City office. With more than 30 years as an advisor, David has extensive experience providing independent, objective advice to successful entrepreneurs and their families. David is a former chef, is passionate about food and beverage, and has developed expertise in the industry working with restauranteurs, CPG and food tech entrepreneurs and others in the space. As founder of Hillview Capital Advisors, David previously served as the firm’s CEO and was instrumental in the combining of the firm with RegentAtlantic in 2019. Prior to this, David was the founder of the Capital Management Division of CMS Companies in 1989, where he also served as a principal from 1995–1999. David currently serves on the advisory boards of Blanket, Simply Good Jars and Snuk, is a mentor in BeyondSKU, a CPG accelerator, and is a board member of Naturally New York. David holds a BA from the University of Pennsylvania. He and his family live in Brooklyn, NY.