Adam_Proger

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.

Appearances

  • Thumbnail for What? My Bonds Are No Longer "Safe" ?
    Identification
    NOT2117
    Date
    June 7, 2021
    We 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

    Speaker Image for Arun Sardana
    Arun Sardana, CIMA, MBA
    Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James
    Speaker Image for Adam Proger
    VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James
    $49
    Standard Price
  • Thumbnail for 7 Months Later: Investing for Safety & Growth in the Post-Election Reality
    Identification
    NOT2108
    Date
    June 7, 2021
    With 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

    Speaker Image for Arun Sardana
    Arun Sardana, CIMA, MBA
    Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James
    Speaker Image for Adam Proger
    VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James
    $49
    Standard Price
  • Thumbnail for 360 Degree View of Alternative Investments
    Identification
    NOT2168
    Date
    June 9, 2021
    As 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

    Speaker Image for Tracy Paglia
    Partner, Moss Adams
    Speaker Image for Adam Proger
    VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James
    $49
    Standard Price

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