Broker Check
Adam K. Johnston

Adam K. Johnston

Director of Operations

 Adam oversees the administrative, technological, and operational aspects of the firm’s investment advisory and risk management divisions.

In addition to Adam’s operational role, he also functions as the firm’s paraplanner, assisting in nearly every step of the financial planning process. Adam’s responsibilities include portfolio analysis, presentation construction, and the coordination and implementation of solutions.

Education:

  • Graduated Ithaca College 2000, BS Finance
  • Series 7 (General Securities Representative)

Personal

  • Adam and his wife Laura reside in Somerset County, New Jersey with their twins, Andrew and Madeline.
  • In his spare time, Adam enjoys studying history, economics, and philosophy all while keeping up with the latest trends in technology.