Vice President, Retirement Plan Services
Adam oversees the client facing retirement plan team and leads the Retirement Plan Services Committee, which enables clients to stay current on regulation, enhances the final product to plan sponsors and participants and creates efficiency within our operations for more than 200 plans. He also serves on the firm’s Investment Committee.
Adam has worked in the financial services industry since 2010 and joined The Trust Company of Tennessee in 2019. He earned a bachelor’s degree in finance from Wake Forest University and is a Chartered Financial Analyst (CFA®) charterholder and earned the Retirement Plans Associate (RPA) designation. In the community, Adam served on the Board of Directors as Treasurer and Vice President for CFA Society of East Tennessee (2019-2023) and maintains membership with that organization.