Adam serves as an Associate Trader at Capital Wealth Advisors, supporting the trading and operations team with portfolio execution, reporting, and research-related tasks.
Adam officially joined Capital Wealth Advisors in 2025 after completing an internship with the firm in the summer of 2024. During his internship, he supported both the advisory and trading teams with research, portfolio modeling, and investment planning initiatives. He brings a technical foundation to the trading desk, holding certifications including Bloomberg Market Concepts1, FactSet Essentials2, and Certified Entry-Level Python Programmer3.
Outside of work, Adam enjoys staying active—often playing pickleball or soccer with friends, spending time outdoors, and working on photography and digital media editing projects. He values quality time with his family and is currently pursuing his MBA with a concentration in Data Analytics at Florida Gulf Coast University.
1 Bloomberg Market Concepts certification: Earned through an e-learning course that provides an introduction to financial markets (including economic indicators, currencies, fixed income, and equity) and the core functionality of the Bloomberg terminal.
2 The FactSet Essentials certification: Earned through a course that covers different FactSet products across multiple asset classes, including equities and fixed income.
3 Certified Entry-Level Python Programmer certification: A professional credential that measures the candidate’s ability to accomplish coding tasks related to the essentials of programming in the Python language. A test candidate should demonstrate sufficient knowledge of the universal concepts of computer programming, the syntax and semantics of the Python language, as well as the skills in resolving typical implementation challenges with the help of the Python Standard Library.
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