Adam Kotz is an accomplished financial professional with over two decades of experience in tax planning, wealth management, and financial consulting. Currently, Adam Kotz serves as a partner at a financial institution in New York, a role he has held since 2012.

In this position, Mr. Kotz oversees a 20 person team providing expert guidance on tax strategy, retirement planning, investment management, and trust and estate planning. He works directly with clients to develop comprehensive wealth management strategies and assess prospective clients' tax returns and planning proposals.

Before joining his current firm, Mr. Kotz served as senior vice president of tax consulting at Bessemer Trust. During his time there, he managed tax planning and compliance for over 100 high-net-worth clients. His responsibilities included the review of individual, partnership, corporate, and gift tax returns, as well as overseeing the development of staff.

Earlier in his career, Mr. Kotz worked at PricewaterhouseCoopers LLP as an associate. He holds a master of science in taxation from Seton Hall University and a bachelor of science in accounting from Syracuse University. He is also a Certified Public Accountant in New York and Maryland, and a member of the American Institute of Certified Public Accountants.

Adam Kotz