Adam Verchinski

Adam Verchinski, CPWA®, CBDA®, has over 20 years of experience in the financial services industry. Adam currently serves as the Senior Vice President of Relationship Management at BNY Mellon | Pershing, where they manage a prestigious portfolio of large strategic accounts, with a focus on serving Pershing's most complex Registered Investment Advisor (RIA) clients. Adam has successfully developed comprehensive strategic plans and demonstrated a strong ability to cultivate existing client relationships while emphasizing revenue growth and retention. Prior to their current role, they held various positions at Pershing, including Senior Relationship Manager and Senior Relationship Manager Consultant, where they delivered consulting services and led strategic planning initiatives for RIA clients. Before joining Pershing, Adam worked at AllianceBernstein as the Director of Strategic Planning - Investment Strategy and Vice President - Business Analysis Manager, and at Capco as the Managing Principal - Technology Services Line. Adam began their career at Accenture as a Senior Manager, focusing on consulting for financial services companies in the Capital Markets industry. Throughout their career, Adam has built effective business partnerships and relationships with senior leaders and has consistently delivered high-impact results for their clients.

Adam Verchinski has a Bachelor of Science degree in Finance and Economics from the Alfred Lerner College of Business & Economics at the University of Delaware. Adam also holds a Certificate in Certified Private Wealth Advisor (CPWA®) from The University of Chicago Booth School of Business. In addition, Adam has obtained several certifications including the Certified Private Wealth Advisor (CPWA®) from the Investments & Wealth Institute in 2015, the Series 63 and Series 7 from FINRA in 2013, and the Financial Management Association International - National Honor Society in 1998. Adam has recently obtained the Chainalysis Cryptocurrency Fundamentals Certification from Chainalysis Inc. and the Certified in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals in 2021.