Adam Newell, CFA, CFP®
Managing Director
Adam joined the firm in 2004. As Partner and Senior Consultant, he provides investment expertise to a number of high-net-worth families, private foundations and nonprofit clients. Adam co-leads the 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® 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).
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
