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  1. Orgel Wealth Management
  2. Who We Are
  3. Adam Kern - Relationship Manager
Adam Kern - Relationship Manager

Adam Kern

Relationship Manager,  CFA,  CFP®

Adam serves as a Relationship Manager 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 PLANNER™ certification.

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