Introduction to EBAA’s Dues Rebate Program

Kevin has spent the entirety of his professional career working with or for non-profit organizations. He started in membership and communications and has served as CEO of three associations, joining EBAA in 2011. He graduated from Georgetown University with a degree in marketing. Kevin believes that an association is most effective when it commits to strengthening its relationships with its members and supporting their needs. 

Adam is an institutional consultant, retirement plan consultant and financial advisor on our institutional consulting team. His responsibilities include committee/board engagement and working with our clients on asset allocation strategy, investment policy design, risk assessment and investment reviews.

Prior to joining Raymond James in 2019, Adam was a member of the UBS Institutional Consulting Advisory Council, a group of 12 institutional consultants from around the country that helped advise the firm on all aspects of the institutional business.

Adam has been licensed for over 14 years. He chairs the Investment Committee of the Jewish Foundation for Group Homes and has been a featured speaker at nonprofit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE). He graduated with a Bachelor of Arts in government and politics from the University of Maryland and is a CFA charter holder.

When not serving clients, Adam enjoys spending time with his wife, Kate, and children, Emily, Ben and Charlotte. He enjoys cooking, golf and Maryland sports.