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Adam Stern

Head of West Coast Operations at Geller Advisors LLC

Adam Stern is a business development entrepreneur and executive with extensive experience in generational asset management and financial services. He served as Managing Director - Head of West Coast Operations at Geller Advisors LLC from April 2019 to May 2021.2 In this role, he oversaw the firm's operations on the West Coast, providing services such as investment management, CFO services, tax advisory, real estate services, aviation services, and philanthropic services for high net worth individuals, families, non-profit foundations, and operating businesses.2

Currently, Adam Stern is the Principal and Co-Founder of Taborlake LLC, a management consulting firm he established in February 2010.2 He is also the co-founder and CEO of XO Capital LLC, a business management and family office.13 XO Capital focuses on shaping and protecting generational wealth with purpose, passion, and precision.4

Adam's career history includes notable positions such as:

  • Managing Director at Aristeia Capital (2012-2016)2
  • Managing Director at Crescent Capital Group LP (2011-2012)2
  • CEO and Co-Founder of AM Investment Partners LLC (2001-2011)2
  • Director of Convertible Securities and Synthetic Debt Structuring at Deutsche Bank (1997-2001)2

In addition to his financial career, Adam is involved in the entertainment industry. He is a member of the Producers Guild of America and has produced several films, including the Oscar-winning "Blue Jasmine".13 He received his BA in Economics and Arts from Trinity College-Hartford.2

Highlights

Nov 8 · TechCrunch
India’s Zoomcar raises $92 million to expand its car rental marketplace to new markets - TechCrunch
India’s Zoomcar raises $92 million to expand its car rental marketplace to new markets - TechCrunch
National Mortgage Professional Magazine's 40 Under 40: The 40 Most Influential Mortgage Professionals Under 40 - National Mortgage Professional Magazine

Related Questions

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Adam Stern
Adam Stern, photo 1
Adam Stern, photo 2
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Location

Greater Los Angeles Area