Biography
Adam joined Lido in 2024 as a result of the partnership between Shore Morgan Young and Lido Advisors, LLC. He brings with him a wealth of knowledge in the financial sector, proactively assisting clients by helping create, present, implement, and monitor their comprehensive financial plans. Previously, Adam served as the Chief Compliance Officer for Shore Morgan Young (SMY). He joined SMY in 2017, leading the Compliance Department of Private Wealth Strategies, L.L.C. in developing, implementing, and monitoring the firm's policies and procedures as well as training staff on these various policies and procedures. Adam has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2020, and he also holds his Ohio Life, Accident and Health Insurance License.
He graduated from The Ohio State University in 2015 with a Bachelor of Arts in Economics. In his spare time, Adam enjoys spending time with his loved ones and pets, anything involving the outdoors, hunting and fishing, and is an avid road cyclist. Adam is on the board of several professional organizations such as The New Albany Young Professionals organization and the Financial Planning Association of Central Ohio as the Government Relations Chair.
