Adam Blum

Investment Research, Vice President

Adam Blum conducts Investment Research for the Bostwick Walters Wealth Partners at Rockefeller Capital Management.  Prior to joining Rockefeller, Adam was with Spearhead Capital Advisors, where he was most recently the Associate Director of Investment Research.

Adam’s primary responsibilities are investment research, third-party manager due diligence, custom portfolio analysis and portfolio reporting.

Adam earned his Bachelor of Science in Business Administration with an emphasis in Finance from The University of Central Florida.

Adam holds Series 7, 63 and 65 registrations and is a Chartered Alternative Investment Analyst (CAIA).