Adam Vertes

Adam started his career in 1994 at Dean Witter Rynolds. Prior to joining OCM he spent 10 years at Merril Lynch developing a focused core approach to wealth management- identifying risk, enhancing after tax returns and planning for efficient wealth transfer to the next generation. His hybrid value added model outsources the CIO function to leading asset managers on Wall Street and combines this with his 30+ years of experience in portfolio management. Adam enjoys traveling with his wife Martha and their 3 adult children often join them on adventure trips like herding cattle in Montana. Lately Adam has been spotted playing guitar at open mic nights and is an avid photographer.