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Adam Greenwald

Sr. Client Service Associate
Education and Credentials
University of Arizona
B.A. in Sports Management, Minor in Business Administration

Adam Greenwald is a Senior Client Service associate at SteelPeak Wealth with four years of experience in the financial industry. An LA native, Adam earned his bachelor's degree from the University of Arizona before returning home to LA.

Adam began his career in the sports industry working for a collegiate athletic recruiting firm and with the LA Clippers. Wanting to help make a real lasting impact in everyday people’s lives, he decided to take his experience working, meeting, and speaking with people from all different backgrounds and transition to the financial services industry. He is passionate about understanding each individual SteelPeak client’s situations, needs, and goals, and helping provide them with a smooth and stress-free experience.

In his free time, Adam enjoys spending time with his wife, daughter, and goldendoodle, as well as watching, talking, and playing sports.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Adam
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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