Adam Bakhash

Adam Bakhash serves as Managing Director and Private Wealth Financial Advisor, where he specializes in pre- and post-sale planning strategies for the individuals and the business, generational tax mitigation strategies and liquidity event tax planning, use of smart debt and credit reorganization, family office creation and management, and investment bank oversight.

Adam co-established the SAA financial literacy program allowing for 7th and 8th graders to make real life financial decisions and boost their high school resume. He and his wife Michelle have two children Asher and Aiden, all of whom have been members since 2018.

Adam serves both as Sinai Temple Men’s Club President and Board Member of Sinai Akiba Academy School Board.