Adam Kern
Relationship Associate,
CFA,
CFP®
Adam serves as a 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 Charted Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification.