About Us / Our Leadership
More than just a small step forward in financial advice – It’s Financially AdvancedTM
Kevin McAdam, CFA®
Director of Business Development
Central New Jersey
Kevin McAdam, CFA® is Director of Business Development at McAdam and a member of the Executive Team. He is charged with implementing strategies to create a successful environment of growth for the firm’s advisors and their clients.
Kevin also assists in key finance projects related to the overall business as well as branding initiatives. He joined McAdam’s Central New Jersey office in 2012.
Before joining McAdam, Kevin spent several years in sell-side equity research, most recently with Macquarie Capital (USA). He previously worked for Citigroup in in its Capital Markets unit and for GAMCO Investors (Gabelli Asset Management) in a similar capacity.
He graduated from Villanova University with a bachelor’s degree in Business Administration. He completed his MBA from the University of Connecticut. He is a member for the CFA Institute and the New York Society of Security Analysts (NYSSA).
AWARDS AND HONORS:
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Tysons Corner, VA 22102
703-677-9300 • Chicago230 West Monroe Street
Chicago, IL 60606
312-509-4500 • Boston84 State Street
Boston, MA 02109
857-263-7759 • Central New Jersey485 Route 1 South
Building E | Suite 100
Iselin, NJ 08830
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany NY 12211.
Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY