Adam is a seasoned Business Transformation Executive who aligns corporate objectives with strategic, enterprise-wide initiatives that deliver sustainable growth and profitability. With more than three decades of leadership experience across financial services, insurance, and business consulting, Adam brings strategic clarity, operational rigor, and the ability to turn complex challenges into measurable results.

As Principal and Senior Consultant at Vinings Management Corporation, Adam led client relationships and drove large-scale financial and operational transformations. He has restructured more than $100 million in rabbi trust assets, generating $8 million in first-year gains and projecting $25 million by year ten. He established a registered investment advisory branch for Lion Street Advisors and worked with several clients to redesign compensation structures, directly linking pay to performance.

At Lion Street, where he served as Senior Vice President of Corporate and Business Solutions, Adam developed and executed a three-pronged growth strategy that expanded the firm’s market presence and strengthened collaboration among member firms, producers, and insurance partners. Earlier, as Executive Vice President and Head of Individual Sales at Lombard International, he led a post-acquisition transformation under Blackstone ownership, doubled the salesforce, implemented a global Salesforce CRM, and exceeded $700 million in new annual sales for two consecutive years.

At Nationwide Financial, Adam directed national sales operations and led the company through eight consecutive years of outperformance. He achieved the number one market position with a 37% share and managed $13 billion in assets while maintaining a retention rate above 98%. His earlier leadership roles at Sun Life Financial, Lyons Compensation & Benefits, NQP Administration Services, and International Planning Group showcased his expertise in corporate-owned life insurance (COLI), non-qualified deferred compensation, and executive benefit design.

Adam builds and mentors high-performing teams that deliver strategic impact and measurable business results. He holds a Bachelor of Science in Management with Computer Applications from Worcester Polytechnic Institute and professional designations from The American College, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Registered Employee Benefit Consultant (REBC). He has previously held SEC Investment Advisor credentials as well as FINRA Principal and Registered Representative registrations.

Adam brings forward-thinking strategy, disciplined execution, and a deep commitment to excellence to every leadership role, strengthening performance, enhancing client value, and driving long-term profitability.