H. Adam Holt has been a financial advisor for 20 years helping to build and manage his wealth management firm to over $1B in assets under management. Adam is known for his early adoption of technology to build customer experiences that is trend-setting in the industry. He is the founder and CEO of Asset-Map, LLC, a fintech firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey.
Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam also attended the American College where he earned his Chartered Financial Consultant® designation.
Sessions I’m Presenting
|Affiliation||Founder & CEO, Asset-Map|