Partner, Director of Consulting,
The Wealth Office®, CFA, CFP®
Adam joined DiMeo Schneider & Associates, L.L.C. in 2004. As Partner and Director of Consulting for The Wealth Office®, Adam is responsible for the oversight of the firm’s Wealth Office® consultants and setting the strategic direction for the group’s consulting business. He also provides investment expertise to a number of high-net-worth families, private foundations and nonprofit clients. Adam is a voting member of the Investment Committee that sets investment policy, establishes the framework for asset allocation and approves investment managers. Adam also co-leads our High Net Worth and Family Office Business Councils. Before this, he was a Senior Financial Planner with The Ayco Company L.P., a subsidiary of Goldman Sachs, Inc. Adam is a Certified Financial Planner (CFP®) and member of the Financial Planning Association. He is also a CFA® charterholder and member of the CFA Society Chicago. Adam earned a BS with high honors in Finance and a minor in Financial Planning from Purdue University. He is a founding board member of the nonprofit organization, Angel Tracks, a Board member of the St. Charles Education Foundation and an Advisory Board member for Investing in Communities (IIC). In his free time, Adam enjoys cycling, reading and hanging out with his three kids and high-school sweetheart wife.