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Adam Stern
Head of West Coast Operations at Geller Advisors LLC
Adam Stern is a business development entrepreneur and executive with expertise in talent and business management services tailored for high-net-worth individuals. He specializes in crafting custom financial strategies and holds a BA in Economics from Trinity College-Hartford.
Adam's proficiency lies in investment management, particularly in generational asset management and alternative investment analysis. Additionally, he possesses a diverse background in the entertainment industry, focusing on finance, production, distribution deals for film and television, and intellectual property procurement.
Throughout his career, Adam held key roles in prestigious organizations like Geller Advisors LLC as the Managing Director overseeing West Coast operations. Previously, he co-founded Taborlake LLC, served as the Managing Director of Business Development at Aristeia Capital, managed Alternative Investment Development at Crescent Capital Group LP, and co-founded AM Investment Partners LLC as the Chief Executive Officer.
Adam's professional journey also includes positions at top financial institutions such as Deutsche Bank, where he was the Director of Convertible Securities and Synthetic Debt Structuring, and UBS, where he worked as an Associate in Convertible Securities.