Adam is the newest member of Danielson Group Wealth Management having joined us in May of 2018. Adam assists the organization with initiatives designed to increase efficiency and improve our client experience; these projects take many forms but all are centered around what our client’s value most.
As well as project-based work, Adam lends his analytical skillset to supporting our relationship managers. This involves collaborating with them on the client reporting process, portfolio auditing, and meeting preparation. This is providing Adam with a great platform to develop his wealth management acumen.
Adam earned his Bachelor of Commerce from the University of Auckland, New Zealand, majoring in finance and economics. Prior to his time at Assante, Adam worked in corporate foreign exchange while continuing his education. Currently a level II CFA candidate, he places a high degree of importance on improving his skillset and enjoys the challenge.
Life Outside of Work:
- As an avid fly-fisherman, most weekends he can be found exploring one of B.C.’s rivers.
- Studying for his level II CFA examination.
- Raising money for initiatives that are important to him. Adam participated in the Ride to Conquer Cancer in 2018 and has plans to continue doing so.