Adam Ochlis, CPA, MST has worked as Chief Wealth Advisory Officer and Partner at Ballentine Partners, LLC since January 2007. Prior to that, Adam was a Tax Supervisor at Levine, Katz, Nannis + Solomon, PC from September 2001 to November 2006. Adam holds a Bachelor of Arts in Economics from the University of Michigan and a Master's degree in Taxation from Bentley University.
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