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Adam Kern - Senior Relationship Associate

Adam Kern

Senior Relationship Associate,  CFA,  CFP®

Adam serves as a Senior Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Adam previously served as a Financial Analyst for over six years with two publicly traded companies.   

Adam earned his Bachelor of Business Administration degrees in Finance and Risk Management from the University of Wisconsin – Madison. He holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERcertification.