Adam J. Sureau, Portfolio Manager

Adam founded Okemo Capital Management in 2012 after working at leading Wall Street investment banks for almost a decade. Ultimately, he felt the very best way to align himself with investors/clients was to register with the SEC as an RIA (Registered Investment Advisor). As an RIA, Adam has the fiduciary obligation to put the best interest of his clients first. He believes the only way to properly serve a client is by seating yourself on the same side of their table. Adam was formerly educated at Deerfield Academy and Middlebury College, but believes one should honestly never stop learning. He currently resides in Concord, MA with his wife, Melanie, and two active children, Alexander and Sophie. When not working, you can find him on the sidelines of his children’s sporting events, lending his time to local charities, and embracing nature in the mountains of Okemo, Vermont.