Adam Bailey Investment Operations Analyst
Adam joined the Diversified team in June 2022 as an Investment Operations Analyst. In this role, Adam facilitates the relationship between the Investment and Planning teams and assists in preparing the investment side of financial plans.
Adam graduated from Widener University in 2021 with a BS in Finance and a minor in Economics, and in 2022 he obtained his MBA from Elizabethtown College with a concentration in Wealth Management.
Outside of Diversified, Adam currently resides in Conshohocken, Pennsylvania. He spends much of his time outdoors, whether he is playing soccer, hiking, or relaxing at the beach. Adam is also an avid Philadelphia sports fan, as well as supporting Manchester United of the Premier League.