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Adam V
Series 63, Series 66
Pepper Pike, OH
Objective Capital Management, LLC
Adam Vertes is a financial advisor with Objective Capital Management, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He worked at Merrill from 2006 to 2016 before joining Objective Capital Management in 2016. Outside of advisory work, he is involved in managing family-held business interests, including a philanthropic fund affiliated with the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and institutions. The firm employs a variety of investment methods and manages portfolios ranging from discretionary to non-discretionary, serving approximately 110 client relationships with a team of four advisors.
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