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Adam Bakhash

Vice President and Senior Private Client Advisor

"Adam is responsible for providing comprehensive wealth management advice to high-net-worth individuals, business owners, entrepreneurs, families, and..."

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LAST DEAL

over 4 years ago

Circular Arrows

$32M

FINANCED

2

CLOSED

124K

AREA

Relationships: 10


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About

Adam is responsible for providing comprehensive wealth management advice to high-net-worth individuals, business owners, entrepreneurs, families, and endowments and foundations. He works closely with clients and their advisors to develop financial strategies that help them meet their complex needs of protecting,...

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