Adam Montanez has spent his entire career in the wealth management industry, primarily supporting high-net-worth clients and their advisors. With over six years of operational experience at leading firms such as Goldman Sachs and JPMorgan, Adam has played a key role in helping clients navigate their financial needs with precision and care.
Passionate about Strive’s mission to bring financial prosperity to all, Adam is dedicated to delivering exceptional client support and ensuring a seamless onboarding experience.
In addition to his technical expertise, Adam has held several leadership roles and is committed to advancing Strive’s goal of empowering high-net-worth individuals to shape their financial futures with confidence.
Articles from Adam Montanez
