Institutional Team

Adam joined PI in 2010 and has over 10 years of institutional equity sales and trading experience. He began his career in 2007 at Orion Securities in Toronto. He moved to Vancouver with Macquarie Capital Markets shortly after they purchased Orion. Adam’s primary responsibilities include; institutional trading for Canadian and US asset managers, generalist sales coverage, and portfolio management and advisement for private client retail accounts.

In 2015, Adam served as President of the Vancouver Security Traders Association (VSTA) and was a member of the Board of Governors for the Canadian Security Traders Association (CSTA).

Adam holds a Chartered Financial Analyst (CFA) designation since 2014.