Midland Trust Company
Adam Sypniewski has a diverse work experience in the financial industry. Adam started their career at Millennium Trust Company in 2007, where they held various roles in custody services, account management, and business development. Adam specialized in institutional custody and played a key role in fostering business relationships and educating investors and advisors on available options. In 2017, they joined Midland IRA & 1031 as a Senior Business Development Associate, where they expanded the firm's service offerings and grew their self-directed IRA business. Currently, Adam is with Midland Trust Company, where they are the Managing Director. Adam leads the Private Fund Custody & Document Custody Service Offerings and has successfully generated over $700K in new revenue for the company. Adam is also the founder and chair of the inaugural strategic committee. Overall, Adam has a strong background in business development, account management, and leadership roles in the financial industry.
Adam Sypniewski earned their Bachelor's degree in Business Administration and Management from Michigan State University, where they studied from 2003 to 2007. In addition to their formal education, they have obtained several certifications. These include "New Manager Bootcamp" from Learning @ Morning Brew in May 2023, "Mastering Sales: A Toolkit for Success" from Kellogg Executive Education in June 2021, and "Certified IRA Services Professional (CISP)" from the American Bankers Association (year and month of obtaining not provided).
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Midland Trust Company
Who is Midland? The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals. What is self-direction? A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.