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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 extensive experience in generational asset management and financial services. He served as Managing Director - Head of West Coast Operations at Geller Advisors LLC from April 2019 to May 2021.2 In this role, he oversaw the firm's operations on the West Coast, providing services such as investment management, CFO services, tax advisory, real estate services, aviation services, and philanthropic services for high net worth individuals, families, non-profit foundations, and operating businesses.2

    Currently, Adam Stern is the Principal and Co-Founder of Taborlake LLC, a management consulting firm he established in February 2010.2 He is also the co-founder and CEO of XO Capital LLC, a business management and family office.13 XO Capital focuses on shaping and protecting generational wealth with purpose, passion, and precision.4

    Adam's career history includes notable positions such as:

    • Managing Director at Aristeia Capital (2012-2016)2
    • Managing Director at Crescent Capital Group LP (2011-2012)2
    • CEO and Co-Founder of AM Investment Partners LLC (2001-2011)2
    • Director of Convertible Securities and Synthetic Debt Structuring at Deutsche Bank (1997-2001)2

    In addition to his financial career, Adam is involved in the entertainment industry. He is a member of the Producers Guild of America and has produced several films, including the Oscar-winning "Blue Jasmine".13 He received his BA in Economics and Arts from Trinity College-Hartford.2

    Highlights

    Nov 18 · imdb.com
    Adam B. Stern - IMDb
    Adam B. Stern - IMDb
    Nov 6 · imdb.com
    Adam B. Stern - Biography - IMDb
    Adam Stern | Financial Advisor - Xo Capital LLC - SmartAdvisor Match
    Nov 8 · TechCrunch
    India’s Zoomcar raises $92 million to expand its car rental marketplace to new markets - TechCrunch
    India’s Zoomcar raises $92 million to expand its car rental marketplace to new markets - TechCrunch
    National Mortgage Professional Magazine's 40 Under 40: The 40 Most Influential Mortgage Professionals Under 40 - National Mortgage Professional Magazine
    Jan 1 · xo.team
    XO Capital LLC | Family Office
    XO Capital LLC | Family Office

    Related Questions

    What are Adam Stern's main responsibilities at Geller Advisors LLC?
    How did Adam Stern transition from Wall Street to film production?
    What are some of the notable films produced by Adam Stern?
    How did Adam Stern's experience at Deutsche Bank influence his career?
    What is the role of XO Capital LLC in Adam Stern's professional portfolio?
    Adam Stern
    Adam Stern, photo 1
    Adam Stern, photo 2
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    Location

    Greater Los Angeles Area