Adam Talmadge

Adam Talmadge is an Analyst at Simon Quick Advisors, LLC, based in New York, NY, where he supports partners and client advisors across client financial planning, investment plan implementation, and communications. His primary responsibilities include developing and executing customized investment strategies with a focus on delivering holistic wealth management solutions to high-net-worth individuals and families. He has actively participated in firm committees, including the Employee Experience Committee, reflecting his commitment to organizational excellence and collaboration.

Adam's previous experience at Simon Quick includes Client Service Associate and Senior Client Service Associate roles, where he managed onboarding processes, documentation, and money movement requests. He has a particular background in fund and portfolio management, having overseen a $400,000+ portfolio as part of St. Bonaventure University's student investment management group, with additional exposure to energy hedge funds, finance internships, and student leadership in organizations like Enactus. His expertise spans financial and investment management for individuals in sports and entertainment, drawing on industry accreditations such as CFP® and SE-AWMA™.

Adam holds an MBA from both St. Bonaventure University and the University of Oxford, and a Bachelor of Business Administration in Finance and Accounting from St. Bonaventure. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2025 and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) credential in 2023. These credentials reflect his technical proficiency and specialized investment knowledge, especially for clients with complex, multi-faceted financial needs in entertainment and sports sectors.