Adam has been a Portfolio Manager at Pekin Hardy Strauss Wealth Management since 2004. He is a Co-CEO of the firm and leads the firm’s investment team. Adam works closely with individuals, families, and institutions to understand their financial goals, develop customized financial plans, and oversee their investment portfolios. He has extensive experience assisting clients through a wide range of life events including marriage, divorce, children’s college, retirement, and the sale of businesses.
Adam and his team take a prudent, disciplined, and long-term investment approach with the hope that his clients can sleep at night knowing their money is working for them and that their investments align with their values. He is a bottom-up value investor, seeking to invest in high-quality companies whose share prices are temporarily depressed, but he also examines the investment implications of geopolitical events, investment bubbles, demographic trends, and the factors that lead to monetary instability.
Adam is a leader in the socially responsible investment industry, having founded Appleseed Fund, the first socially responsible, global value mutual fund, in 2006. He has also founded the firm’s private funds that pursue unique impact and value-oriented investment strategies. Adam has served on the board of several socially responsible businesses, and he led Pekin Hardy’s efforts in becoming the first investment advisor certified as a B Corporation in the greater Chicago area. Adam’s impact investment experience includes alternative energy, natural foods, organic farming, opportunity zones, and community development finance.
Adam contributes regularly to Forbes magazine, where he writes about the evolving macroeconomic environment and important personal finance topics. He also speaks at industry events and serves on speaking panels where he discusses his current investment views.
Adam has previously lived in San Francisco, Boulder, and Boston; he currently resides in the Lakeview neighborhood of Chicago with his wife and teenaged son. Outside of work, Adam’s favorite activities include tennis, biking, cross-country skiing, backcountry camping, and foreign travel. He is an active volunteer in conservation organizations and, during the spring and fall, can often be found rescuing migratory birds that have collided with skyscrapers in the Chicago Loop.
Hometown: Evanston, IL
Education: Bachelor of Arts in East Asian Studies with honors from Stanford University and Master of Business Administration from the Stanford Graduate School of Business
Industry Licenses and Designations: Chartered Financial Analyst (CFA)
Select Writings and Interviews
- Investing in Uncertain Times, Pekin Hardy Strauss Wealth Management, 2019
- Investing in Sony: A Great Business Trading at an Attractive Price, Forbes, 2019
- Looking to Invest in a Reliable Store of Value? Comparing Gold Versus Bitcoin, Forbes, 2019
- How to Generate Tax Savings by Making Impact Investments in Opportunity Zones, Forbes, 2018
- How to Minimize Taxes under the Trump Tax Law Using Donor-Advised Funds, Forbes, 2018