Adam Bellaadam is a seasoned financial professional with a strong background in portfolio analysis and client-focused financial strategy. Currently serving as a Portfolio Analyst at Carta since January 2022, Adam previously worked as a Financial Analyst at Equitable Advisors, where comprehensive financial guidance was provided and strategies were tailored to meet client needs. Prior experience includes a role as a Financial Professional at AXA Advisors, LLC, and a Personal Training Coordinator at LA Fitness, where high levels of customer satisfaction and client success in fitness objectives were achieved. Adam holds a Bachelor of Business Administration in Finance from the University of Washington Bothell and an Associate's degree from Bellevue College.
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