Sarah Simon

Adam Dulsky is a skilled Managing Director at Cresset, specializing in delivering financial solutions to highly successful families, including financial and pre-sale planning, asset management, concentrated stock hedging strategies, lending, trust & estate planning, and philanthropic planning.

Adam's expertise extends to providing services such as family governance, education/financial literacy, consolidated performance reporting, and alternatives strategy due diligence to cater to the specific needs of wealthy clients and families.

He believes that wealth management goes beyond mere investment advice and emphasizes the importance of building personal relationships through a comprehensive, goals-based planning approach to help clients achieve and maintain their financial aspirations.

Adam Dulsky pursued his education at the University of North Carolina School of Law and obtained a Bachelor of Arts (B.A.) in Economics from UNC Chapel Hill, which laid a strong foundation for his career in financial services.

With a wealth of experience, Adam has held key positions at reputable organizations such as being a Managing Director and Wealth Advisor at Cresset, and previously serving in various advisory and planning roles at Coastal Bridge Advisors and Altfest Personal Wealth Management.

Outside of his professional commitments, Adam enjoys traveling, hiking, reading, and cherishing moments with his husband, family, and friends, showcasing a well-rounded personality beyond his financial expertise.