Adam Blocki

Adam Blocki, CFA, CFP®, currently serves as an Investment Advisor at Schechter since May 2023. Previously, Adam worked as a Financial Planner at Staub Financial Services Inc. from March 2021 to May 2023 and at Type Two Wealth from November 2019 to March 2021. Adam's earlier experience includes a Senior Portfolio Manager role at A Smarter Way to Invest from August 2012 to March 2021, where responsibilities included portfolio strategy development and client education. Adam started the career as an Operations Associate at Caitlin John Private Wealth Management from March 2011 to December 2013, following internships in accounting with Dürr Systems. Adam holds a B.A. in Economics from the University of Michigan, obtained in 2010.