Adam Blum

Associate Director, Investment Research at Spearhead

Adam Blum is an Associate Director within Spearhead’s Investment Research Services.

Mr. Blum’s primary responsibilities are investment research, third-party manager due diligence, custom portfolio analysis and portfolio reporting.

Mr. Blum earned his Bachelors of Science in Business Administration with an emphasis in Finance from The University of Central Florida.

Mr. Blum holds Series 7, 63 and 65 registrations and is a Chartered Alternative Investment Analyst (CAIA).


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Spearhead

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Spearhead Capital is an innovative financial solutions firm that focuses on financial advocacy for Family Offices and Ultra High Net Worth Individuals.


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