Adam Kotz, CPA

Director & Senior Wealth Advisor

Designations and Licenses

Adam is a Certified Public Accountant.

Experience and Education

Adam works with individuals and families to analyze their investment portfolios, concentrated positions, retirement plan investment options and analyzes their tax situations and provides tax strategies. He also advises clients on charitable giving, stock option planning, IRA beneficiary and distribution planning. 

Prior to joining the firm, Adam was a senior vice president and senior tax consultant at Bessemer Trust. Prior to that, he was assistant vice president with United States Trust Company of New York, specializing in compliance and planning for high-net-worth individuals. He also was an associate with PricewaterhouseCoopers in Washington, D.C., specializing in high-net-worth individual income tax and financial planning. 

He has a bachelor’s degree in accounting from Syracuse University and a master’s degree in taxation from Seton Hall University. Adam is a member of the American Institute of Certified Public Accountants and the New York Society of Certified Public Accountants.

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