Adam Proger
VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James
Adam is an institutional consultant, retirement plan consultant and financial advisor on our Institutional Consulting Team. He graduated with a Bachelor of Arts in government and politics from the University of Maryland and is a Certified Financial Analyst charter holder.
Adam has worked with SPG Fiduciary Partners for the last twelve years in various capacities. He current responsibilities on the team include committee/board engagement and working with our clients on asset allocation strategy, investment policy design, risk assessment and investment reviews. Prior to joining Raymond James in 2019, Adam was a member of the UBS Institutional Consulting Advisory Council, a group of 12 institutional consultants from around the country that help advise the firm on all aspects of the institutional business. Adam has been licensed for over 15 years (Current licenses include the Series 66, 31, 7 and SIE). He is an active Executive Committee and Finance Committee member of the Jewish Foundation for Group Homes and has been a featured speaker at nonprofit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE).
Adam and his wife, Kate, have three children and live in Rockville. Adam is an avid golfer and University of Maryland sports fan. One of Adam's main passions is helping young children and proudly serves as a licensed foster care parent in Montgomery County, MD.
Adam has worked with SPG Fiduciary Partners for the last twelve years in various capacities. He current responsibilities on the team include committee/board engagement and working with our clients on asset allocation strategy, investment policy design, risk assessment and investment reviews. Prior to joining Raymond James in 2019, Adam was a member of the UBS Institutional Consulting Advisory Council, a group of 12 institutional consultants from around the country that help advise the firm on all aspects of the institutional business. Adam has been licensed for over 15 years (Current licenses include the Series 66, 31, 7 and SIE). He is an active Executive Committee and Finance Committee member of the Jewish Foundation for Group Homes and has been a featured speaker at nonprofit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE).
Adam and his wife, Kate, have three children and live in Rockville. Adam is an avid golfer and University of Maryland sports fan. One of Adam's main passions is helping young children and proudly serves as a licensed foster care parent in Montgomery County, MD.
Appearances
IdentificationNOT2117DateJune 7, 2021We are living in an unprecedented historic time that hardly any economist would have predicted even 3-5 years ago - one of near zero interest rates…Speakers
Arun Sardana, CIMA, MBAManaging Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond JamesVIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James$49Standard Price
IdentificationNOT2108DateJune 7, 2021With a completely new political climate comes uncertainties and opportunities that manifest themselves in a variety of spheres of life. Wall Street and Main Street are two prominent places to witness this impact…Speakers
Arun Sardana, CIMA, MBAManaging Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond JamesVIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James$49Standard Price
IdentificationNOT2168DateJune 9, 2021As alternative investments increase in popularity, they also seem to be increasing in complexity. Let's talk about alternative investments and look at the many tax and investment issues that can arise…Speakers
Tracy Paglia, CPAPartner, Moss AdamsVIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James$49Standard Price
