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Adam Kern - Relationship Associate

Adam Kern

Relationship Associate,  CFA

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 also holds the Charted Financial Analyst® designation.