Adam P. Gross, CFP® CIMA® has over 20 years of equity investing and commodity trading experience. Prior to his role as a Financial Advisor, he founded and managed a hedge fund focused on value investing from 2003-2009. In addition, he had a successful career trading energy commodities dating back to 1995.
Education: B.S. in Economics from The Wharton School at the University of Pennsylvania.
Designations: Adam is a CERTIFIED FINANCIAL PLANNER™ and a CIMA® professional.
Personal: Adam lives in West University Place with his family, is active in FARE (Food Allergy Awareness, Research and Education), Hearts for Ezra, and enjoys the Houston theater scene.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks "CIMA" and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the initial and ongoing credentialing requirements for investment management consultants.